Organiser efficiency enhancement to exclude shared contacts - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.160
From version 12.161, this functionality is extended to exclude shared contacts from any Organiser list, as well as a further option to exclude shared applicants from Organiser lists - for more information, click here:
Enhancement to Organiser efficiency to exclude shared applicants - configuration options
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 My Contacts list on the Organiser
1. My Contacts list on Organiser From Organiser, Overview panel:
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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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