Disable archive searching from main menu - configuration option

Owned by Fiona Wilson
Last updated: Jan 19, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

For clients with large databases, especially large volumes of archived data, they may find that searching from the main menu bar results in performance issues with AgencyCloud

To overcome this, a configuration option is available that switches off archive searching for applicants / properties / contacts from the main menu - archive searching will still be available, but only when a user chooses to do this

To enable this configuration option, click here to contact Reapit Support 

1. Searching for applicants/properties/contacts

  • When using the main menu for searching for any/all of the above record types, no archive searching will be carried out

  • This means that archived records will not be shown in this menu

Configuration for this feature is available for one, two or all of the following record types: applicants, properties or contacts

 

2. Searching for archived applicants / properties / contacts

To search the archive, after carrying out a search:

  • Click Advanced Search at the bottom of the menu bar (as shown in step 1)

  • Where needed, select Sales/Lettings (top left)

  • Tick Archive on left