System configuration overview
- Fiona Hardy
- Reapit Service Desk
This guide has been reviewed against our global client base and classed as relevant to all regions
The system has over 1000 configuration options and numerous variations - these options have been developed over the long history of Reapit's software development - with a number of options driven through specific client requests
In order to provide context and a framework to support you gaining confidence in using these powerful features, the image in the first section below, Configuration hierarchy & options, sets out the framework in which these configurations operate
Access to configuration is only available to authorised users - before making configuration changes, 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
The table below refers to each option in the Configuration menu - with links to related articles, where available:
Configuration menu option | Functional Scope | Observation | Office Configurable |
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System Configuration - see next section | All | General configuration that influences day to day user experience | All levels |
Setup Areas | Sales, Lettings/Rentals | Define / setup areas to support targeted applicant matching | Yes |
Setup Contact Categories | Sales, Lettings/Rentals | Define / setup categories which can be selected in the contact screen | Yes - default all |
Default Fees | Accounts | Relates to fees that are defaulted at start of a tenancy to ease the operational burden and ensure consistency | No |
Departments | Sales, Lettings/Rentals | Setup at project stage - impacts portal feed, do not change | No |
Mailing & Events | Sales, Lettings/Rentals | Define / setup mailing & event types which can be selected in the contact screen | Yes |
Setup Negotiators | Sales, Lettings/Rentals, Accounts | Set up your staff as users on the system | Yes |
Setup Offices | Sales, Lettings/Rentals, Accounts | Create or amend office setup (addresses, contact numbers, portal IDs) | Yes |
Source of Enquiry Applicant Status/Position Viewing Feedback | Sales, Lettings/Rentals | Setup options to be used as sources, applicant position and feedback relevant for your business - doing this supports effective analysis of your customer base to drive process and determine ROI | Yes |
Setup Referrals / Leads | Sales, Lettings/Rentals | Setup and amend referrals that will be presented on the referral panel on an applicant/property record | Yes |
Setup Tax Rates | Sales, Lettings/Rentals, Accounts | Do not change | No |
Setup Tenancy Checks | Lettings/Rentals | Pre/post tenancy checks, break clauses, allowances, renewal options | Yes - default all |
The Getting Started section below outlines how to access the above menu options
- Do not change is stated where adjustments to values stored can create instability/data corruption within your system. Where this is stated, these values are very rarely changed by Reapit once setup.
- Professional services - some options state that professional services are required to enable an option - this is usually for features that are associated with project delivery, normally due to data migration and setup and the coordination of a number of tasks to support a successful launch.
- Third party integrations - integrations are setup and deployed by the Reapit Services team. Currently, this cannot be undertaken by our customers (although Marketplace will enable this in the future). You should request any third party integration requirements via the Reapit Service Portal.
The options listed below relate to the configuration option categories available in the System Configuration screen (via left hand side tab options) - links to related articles are also included:
The Getting Started section below outlines how to access System Configuration
System Configuration tab title | Summary | Most common usage |
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Applicants | Options to influence the handling of applicant management | Inter-office referrals enablement |
Applicant Status | Ability to define default values for the applicant and to define your own applicant status options | Default status, buying position bespoke options |
Auctions | Do not change - requires Professional Services to enable | |
Contacts / Companies | Options to influence management of contacts | Configuration of Check ID Setup (AMR Checks) |
Custom Lists | Extend the categorisation of various lists used across Reapit | Commonly used to refine types to client-specific requirements For example: setup new certificate types, which can then be added to Property Management Power Organiser Panel |
Custom Grids | Define columns shown by default, dependant on the object being viewed | Add specific columns as used by a client (differs for all clients) Warning: do not create new fields that are not stored against the object in focus as causes significant performance issues |
Diary | Ability to define default values for Diary management | Add new Diary Entry types Note: some types drive integrations (e.g. SmartView = SV) |
Email / Word / Excel | Do not change - determines the behaviour of Microsoft integration from Reapit | |
File Paths / WebDav | Do not change - use as a reference point only | |
General | Company level defaults - should not need to change | Enable referrals which are displayed in the Referral Panel for properties/applicants |
Housekeeping | Do not change | |
International | Do not change | |
Landlord Statement | Do not change | |
Lettings Accounts | Should only be updated by Client Accountant / Accountant | Default allocation of nominals to charge/cost lines |
Lettings Payments | Should only be updated by Client Accountant / Accountant | |
Lettings / Tenancies | Ability to define default values for management of tenancies | Default Inspection Value (days); enable Inspection value to be set at Tenancy level (post initial) |
Market Place | Do not change - relates to Reapit Foundations migration | |
Matching | Ability to define matching defaults/tolerances | Do not enable geocode matching - requires professional services to deploy |
Offers | Ability to define how offers are managed/presented to users | Order of offers presented, etc. |
Organiser | Mostly relates to previous (legacy) Organiser screen, rather than current Power Organiser | Internet registrations enablement (office, user level); will require the user to apply offices on Power Organiser panel to display Set default Power Organiser for company, offices, staff Determine properties included in certificate expiry panel |
Particulars | Do not change | |
Pictures | Do not change | |
Programs / URLs | Do not change - exceptions in common usage | Adobe Sign details are entered here - set per user Client website link stored here (used on templates, portal feeds) |
Properties | How properties are represented online / internally | Display next date or last call, number of days to next call, default status of new properties, inter-office referrals |
Property Descriptions | Enhanced property descriptions (note: fields created here are not presented to portals) | Create additional marketing screen fields (up to 5) |
Reports | Influence specific fields relating to reporting output | |
Sales Progression | Ability to define your own stages/checkpoints for use on Sales Progression screen | |
Searching | Options that determine general, applicant, property searches | Include / exclude archive in searches |
Security | Do not change | |
System | Do not change | |
Tenancy Renewals | Setup up your own tenancy renewal checks and agreement details | Set-up pre and post tenancy checks, agreement details for break clauses, allowances and responsibilities, plus renewal options |
Trust Accounts | Applicable to Australian clients only |
We would like to share our experience to help you successfully take on the configuration of your own environment; the advice and guidance outlined here is based on many years experience with the Reapit client-base.
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This section outlines how to access the configuration options available to you (as outlined in the earlier section entitled Configuration business options):
1. Access Configuration menu and options available
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2. System Configuration options On the System Configuration screen:
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3. Saving changes
Warning Be careful when making changes that impact Company level - see Testing configuration changes below for more information |
We recommend that all configuration changes are verified/tested before they are deployed to all users or an office.
The guidelines to follow are:
- Apply changes against your own negotiator account
- Log out/in of Reapit for changes to take effect
- Verify/validate that the changes perform as you expect
This section contains some hints/tips useful when dealing with configuration requests, queries or where things aren't working as expected
Common question / issue | Guidance |
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I can't find the option or area I need |
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Changes do not appear to be taking effect | Log out of Reapit and back in again to ensure that the change has taken effect If you've tried that and changes have still not taken effect:
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Need to identify a reference to a field | The Letter Template Editor (LTE) is the quickest and most effective way to identify the programmatic reference to a field If you've checked the LTE and still don't know what the reference to a field is:
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Don't understand what a configuration option does |
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Any advice or guidance you require must be raised via the Reapit Customer Portal by clicking this link
All support provided is based on a reasonable endeavours basis only and we do not offer Service Level expectations for this
A series of guides on how to get access & use a selection of setup screens is also available here: Self-service configuration options