Organiser efficiency enhancement - configuration option

Owned by Fiona Hardy, created
Last updated: Apr 10, 2023 by Dave Marshall
2 min read

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

A configuration option is available to provide better performance when loading the Organiser - this is achieved by not including shared contacts via the My Contacts list which, in turn, speeds up the loading of the Organiser counts and related data

This is a useful option to enable on a system where the Organiser is slow to load and where shared contacts do not need to be included in the Organiser My Contacts list.

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

1. My Contacts list on Organiser

From Organiser, Overview panel:

  • With the configuration enabled, My Contacts will not include any shared contacts

2. What is a shared contact?

A shared contact is one where the AgencyCloud user is identified in the Relationships panel on the contact record as a Negotiator but is not the Key Contact

Example

With the configuration enabled, this contact will show in Karen Hammond’s My Contacts list but will not show on Kian Kettlewell’s list

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