System configuration guidance
Access to configuration is only available to authorised users
Before making changes to system configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation of Reapit may incur a charge to rectify
System configuration overview
Overview of Reapit system configuration options available - access to configuration is only available to authorised users
Applicant settings - custom status, next call setting, number of days to call/archive
How to add and amend various applicant related settings in AgencyCloud - such as tailored applicant status positions, next call/last call settings, days until archive
Enabling custom applicant status options
How to enable custom applicant status options via System Configuration
Custom lists & types - how to set-up & maintain
How to add, amend or update list options offered in AgencyCloud, including applicant status buying positions/reasons, vendor selling reasons/types, document & certificate types, withdrawal reasons
Custom grids
Custom grids can be defined as a screen with column headings showing a list of data - such as the list seen after matching or when running a report - this guide explains how to configure your own grids
Diary configuration options
Overview of the diary configuration options available in AgencyCloud
Financial Services configuration
Configuration options available to allow users to log Financial Services (FS) permission on an applicant
Scottish features (UK only)
Impact of selecting Scottish Features in System Configuration, as well as other features and functions usually enabled for Scottish agents
Property marketing descriptions & settings - how to add/edit
Settings outlined in this page affect what is available on the property marketing screen - fields populated here are usually used to feed to property portals and brochures