This page outlines the latest additions and enhancements to Reapit AgencyCloud for version 12.157
Check which version you are using to see which features are available to you
(current version number displayed at the bottom of the main menu bar in AgencyCloud)
General
New UI round-up: v12.157
A round-up of all screens that have been redesigned in 12.157 as part of the AgencyCloud new user interface project
Update to ID override function
When using a third party for ID checking & using the configuration option which allows a user to manually override the check, how the manual check is actioned has been updated in AgencyCloud 12.157+
Sales & lettings/rentals content
Store mortgage offer expiry date
An applicant’s mortgage offer expiry date can be stored in the sales progress screen & reported on
Add applicant or property from diary when booking viewing or MA
At the point of booking a viewing from the diary, a new applicant record can be added - or, for a market appraisal appointment, a new property record can be added
Update all portals in bulk via property marketing (UK only)
The property marketing screen allows all property portals to be updated in bulk - this is in addition to existing options which allow portals to be updated individually
Internal property inspector in tenancy report
Criteria is available to allow reports to be filtered by internal property inspector
Update to periodic tenancy reason functionality to add a review date
When using the configuration option that allows a periodic tenancy reason & notes to be added when marking a tenancy as periodic - from AgencyCloud 12.157+, a review date can be added when making a tenancy periodic
Workflow available for tenancy renewal negotiations - configuration option
Automated workflow settings can be used for tenancy renewal negotiations, allowing different automations to be set-up on creating and/or saving a tenancy renewal negotiation
Updates to works order reporting & grids to allow reporting on supplier invoices - configuration option
Configuration option which allows supplier invoice information to be reported on and shown in works order grids
Restrict changes to 'on hold' & core suppliers - configuration option
Two configuration options that prevent changes being made to the ‘on hold’ and/or core supplier setting on the supplier company screen
Accounts content*
No accounts additions in this release
Configuration options are available to Enterprise customers only
* Only applies to users of Client Accounts (UK), Sales Trust Accounts or Property Management Accounts (APAC)
To view the Release Notes as a basic PDF, click here:
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