This page outlines the latest additions and enhancements to Reapit AgencyCloud for version 12.156
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: v12.156
A round-up of all screens that have been redesigned in 12.156 as part of the AgencyCloud new user interface project
Letter Template Editor preview template option
When creating/updating a template via the Letter Template Editor (LTE), users can now preview the template they are working on prior to having to save & upload it - this allows work to continue on the template without having to leave the LTE
Log changes to ID check detail in the contact Activity Feed/journal - configuration option
Configuration option which logs changes to ID check detail in the contact Activity Feed/journal
Sales & lettings/rentals content
Book & identify second/repeat viewings
Mortgage expiry date on sales applicant
A sales applicant’s fixed rate mortgage expiry date can be stored on their applicant record and then reported on
Re-let checklist - configuration option
Configuration option which provides a re-let checklist on a lettings property when a tenancy ends and the property status is changed to available
When matching exclude properties with a sale proceeding or an arranging tenancy - configuration option
Configuration option which provides the option to exclude properties with a sale proceeding or an arranging tenancy when carrying out an applicant to property match
Supplier VAT/GST removed on works order & supplier invoice when not applicable
When VAT/GST has been added to a works order or supplier invoice and the supplier carrying out the works does not charge VAT/GST, the VAT/GST amount will be removed
Identify internal client accounts assistant as a relationship on lettings property - configuration option
Configuration option which allows a client accounts assistant to be identified as a relationship on a lettings property - this relationship can be selected when reporting and can also be added to various grids/screens across the system
Referral to Marketplace App - configuration option
Configuration option which allows an AgencyCloud referral to be passed to a Reapit Foundations Marketplace App
Accounts content*
No specific accounts additions this release - see above configuration option relating to accounts:
Identify internal client accounts assistant as a relationship on lettings property - configuration option