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Organiser efficiency enhancement - configuration option

Organiser efficiency enhancement - configuration option

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

Available from version 12.160

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

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.

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 Reapit 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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