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Knowledge Base index
Reapit CRM (desktop)
Getting started / quick guide - for sales, lettings & property management
Beta Release Notes
Release Notes index
General
Alerts
Checklists
Companies/Suppliers
Compliance (ID, GDPR etc.)
GDPR & Reapit
Enter & report on ID
Right to Rent (RTR) ID check
MRZ passport code validation when entering ID
Marketing consent settings (GDPR)
Changes to ID checks detailed in ID check screen
UK Tenant Fees Act / Tenant Fee Ban - background & how Reapit can help
Configuration options (compliance)
Prevent access to ID check screens, plus related configuration updates
No data needed when carrying out manual override ID check
ID check override option - configuration option
Two types of Primary ID can be entered on an ID Check - configuration option
Changes to ID check status logged in contact Activity Feed/journal - configuration option
Log changes to ID check detail in the contact Activity Feed/journal - configuration option
Access ID check details when edit tenant name security in place - configuration option
Ignore secondary ID expiry date - configuration option
New ID check is pre-populated with previous details - configuration option
Validation check when manually changing ID status - configuration option
Contact
Diary
Email
Housekeeping
Journal & journal entries (contact notes)
Letters
Organiser
Password, change user details & screen settings
Support
Phone / telephony integration for inbound & outbound calls