Change Organiser layout (inc. add new panels & categories)

1. Change Organiser layout

When logging in to Reapit and/or the Organiser for the first time, a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:

• Click Settings button (top right of the Organiser screen) for options to change:

  • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

  • Display data from office(s) - select the office(s) whose data you wish to see within the relevant panels

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2. Add/edit an Organiser panel

A new panel can be added to the default layout:

• Click Layout button and select Add new panel

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• Different panel type options are shown and outlined, select the required type and click Accept to add the new panel to the layout

• The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

• The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

• An existing panel can be edited via Panel Setup - to access this:

  • Hover over the panel header, click the settings (cog) icon

  • Make required changes then click tick icon on the panel header to save changes

3. Organiser panel categories

Most panels can have categories added to them, this example shows a new List type panel added to the Organiser

• In Panel header, give the panel a name

• Click Pick Category to Display - options are:

  • Create new category - allows a new report to be built, or an existing saved report to be used, which is then added to the panel

  • Pick existing category - allows a pre-configured category to be added to the panel

When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:

• Click Get Started

• Choose the most appropriate layout that suits your use of Reapit

• Choose the office(s) to include in the default layout chosen