Further enhancements to Organiser efficiency - configuration options

Owned by Fiona Wilson, created
Last updated: Feb 22, 2023
2 min read

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

A configuration option was added in AgencyCloud 12.160 to provide better performance when loading the Organiser, this was achieved by not including shared contacts in the My Contacts list, as outlined here:

From AgencyCloud 12.161, further work has been carried out:

  • The functionality covered by the configuration added in 12.160 has been extended - meaning that, when enabled, shared contacts are not shown in any Organiser list where contact records are required

  • A second configuration option is available - when enabled, shared applicants are not included in any Organiser list where applicant records are required (i.e. Active Applicants, Applicants to Call & Applicants to Remove lists)

These configuration options are useful to enable on a system where the Organiser is slow to load and where shared contacts and/or applicants do not need to be included in Organiser lists

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

1. Applicant lists on Organiser

From Organiser, Overview/To-do List panels:

  • With the configuration enabled, Active Applicants, Applicants to Call & Applicants to Remove will not include any shared applicants

2. What is a shared applicant?

A shared applicant 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 applicant will show in Kian Kettlewell’s applicant lists on the Organiser, but will not show on Anna Graham’s lists

For information on shared contacts, see this guide: