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

Owned by Fiona Hardy
Last updated: Jan 24, 2024 by Fiona Hardy
5 min read

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

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 cannot 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

Default Applicant Status options

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 cannot be changed!

Name

Enter a name for the status option

Viewing feedback

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

The following settings are available:

Code

Enter a unique code for this option, see examples above
Note: once saved, this cannot be changed!

Name

Enter a name for the option

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