This guide has been reviewed against our global client base and classed as relevant to all regions
This article provides advice on how to add or edit sources/advertising, applicant status/position & viewing feedback options following on AgencyCloud using the Setup Sources/Position/Feedback screen
This guide covers:
From AgencyCloud 12.145+, a key contact can request access to the Setup Sources/Position/Feedback screen by contacting Reapit Support, click here to request this
Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify
Accessing Setup Sources/Position/Feedback screen
From main menu:
|
Source of enquiry & advertising options
A source of enquiry can be entered on an applicant, vendor, landlord & contact record and used to report on to identify trends
A source option can also be identified as an advertising publication to allow adverts to be logged against the publication
From the Setup Sources/Position/Feedback screen:
To add new checks:
To edit an existing option:
The following settings are available: | |
Code | Leave blank - will be automatically added when saving |
Associated Records | Available once saved  Provides ability to see a list, by record type, where the source is currently set (i.e. by lettings/sales applicant, vendor or landlord) |
Name | Text displayed to users in the Source list and, when being used to log adverts, the Publications list (see next step) |
Advertising Publication | Tick this option if this source is also an advertising publication  |
Frequency | If this source is also to be used for logging adverts (see above), select the frequency for the publication |
Ad Sizes | If this source is also to be used for logging adverts (see above), ensure the correct sizes for this publication are entered in this field (comma separated) |
Department | If the source needs to be made exclusive to one/more Department, select Department(s) here - if not, leave blank |
Office | If the source need to be made exclusive to one/more offices, select office name(s) here - if not, leave blank Office name(s) should also be entered if you want this source to appear in the initial Source list |