System configuration guidance

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