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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

 Overview

One of the most powerful and unique features of Reapit Agency Cloud is the ability to configure the application to align to your exact business requirements.  Historically, this activity was reserved for Reapit service staff only.  In 2020, I reviewed this; the Estate Agency is moving quickly, as businesses you need to be able to adapt quickly to changes and update your business processes quickly.   As owners of your own business, you will always have far greater insight and awareness of what you need to do and will have the context of any request - that is invaluable and I passionately wish to to empower you and provide autonomy to configure your Agency Cloud instance to your needs.  Therefore, I have taken the decision to open up Agency Cloud general configuration options and to follow will be automation configuration.  

To support this, we have developed a number of articles to support and guide you when applying configurations that are commonly requested and ones that we feel that you will value from.

Richard Day

Chief Customer Officer

July 2020

 Configuration hierarchy & type



 Our advice on Good Practice



 Testing configuration changes



 Need further support ?



Overview




1. Filter option

From the Power Organiser, Property Management panel:

  • Click By Office to show just your office's data

    or

  • Click By Manager to show just your tenants' data


2. Tenant arrears option

  • Click Tenant arrears

    The information shown will be filtered by office or by manager, as selected in step 1 

If the Tenant arrears option isn't showing in the Property Management panel:

  • Click the cog in the panel header (shown in step 1)
  • In Pick categories to display, tick Tenant Arrears
  • Click the tick in the panel header to save

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