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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
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Companies/Suppliers
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Add a supplier/company record
•
Opt out of marketing option for companies/suppliers
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Working with relocation agents
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Supplier checklist functionality - configuration option
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'Core' and 'on hold' suppliers - configuration option
Configuration options (companies/suppliers)
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Restrict company journal/activity feed entries
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Supplier invoice authorisation - configuration option
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Prevent a supplier being added to a works order with no valid certificate/accreditation - configuration option
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Restrict changes to company status - configuration option
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Companies/Suppliers
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Configuration options (companies/suppliers)
Summarize
Configuration options (companies/suppliers)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Jan 16, 2023
1 min read
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Fiona Hardy