Source of enquiry/advertising, applicant status & viewing feedback options - how to add & edit

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 & viewing feedback options using the Setup Sources/Position/Feedback screen

This guide covers:

From version 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 configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge to rectify

Access Setup Sources/Position/Feedback screen

From main menu:

Click user name/office top left of main menu
Select Configuration and click Setup Sources/Position/Feedback
The Setup Sources/Position/Feedback screen will be displayed

Source of enquiry & advertising

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 - this allows adverts to be logged against the publication

Example Source menu (from applicant record):

From the Setup Sources/Position/Feedback screen: Ensure Source of enquiry/advertising option is selected (top left) To add new options: Click the Add button This action clears the right side of the screen, ready to add a new option To edit an existing option: Select the option on the left Make changes on the right Click Save The following settings are available:
Code	Enter a unique code for this source, see examples above Note: once saved, this can not be changed!
Associated Records	Available once saved Displays a list showing where the source is currently set on each record type (i.e. by lettings/sales applicant, vendor or landlord)
Name	Enter the name of the source/advertising publication
Advertising Publication	Tick this option if the source is also an advertising publication This will add the source to the publications list for logging adverts
Frequency Weekly on, Monthly, Other	If this source is also an advertising publication (see above), select the frequency for the publication
Ad Sizes	If this source is also an advertising publication (see above), ensure the correct sizes for this publication are entered in this field (comma separated) - default sizes are automatically entered but can be removed
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 be entered if you want this source to appear in the initial Source list for the office (i.e. without having to click Show more in the Source menu to view it)

Applicant status

Applicant status options are set within the Applicant Status field (click Status on applicant screen to view screen) - setting a status on an applicant allows you to search for and report on applicants depending on their buying/renting status

Default Applicant Status options are General, Hot, Cold, Single Property Enquiry, Former Single Enquiry

Adding a custom list removes all default options - meaning that only the custom options can be selected from the Applicant Status list (default options can still be selected by right-clicking over the Status field on the applicant record)

Default Applicant Status options

Please notify Reapit if you want to use custom status options on your system - as the configuration needs to be checked and enabled before it can be rolled out

If you already use custom status options, you do not need to contact Reapit as the feature will already be enabled

From the Setup Sources/Position/Feedback screen:

Ensure Applicant position/status option is selected (top left)

To add new status options:

Click the Add button
This action clears the right side of the screen, ready to add a new status option
To edit an existing status option:
- Select the option on the left
- Make changes on the right
- Click Save

The following settings are available:

Code

Enter a unique 2-digit code for this status, see examples above
Note: once saved, this can not be changed!

Name

Enter a name for the status option

Viewing feedback

A viewing feedback list can be added which offers users the ability to select from a pre-defined list of follow-up feedback when following up viewings

Example viewing feedback list

From the Setup Sources/Position/Feedback screen:

Ensure Viewing feedback option is selected (top left)

To add new options:

Click the Add button
This action clears the right side of the screen, ready to add a new option
To edit an existing option:
- Select the option on the left
- Make changes on the right
- Click Save