System Configuration (General)

*Note: Only Master Users can access this configuration location.

Here you can customise the General Configuration Options for the entire office such as ordering of staff, Letter Options e.g. date format.

1. Click on My Office on the main menu.

2. Click Edit Details on the left panel.

3. Click the System Configuration tab.

4. Select System Configuration (General) from the Configuration Option drop-down.

5. Adjust settings as required and hit Save to apply changes to the office.

Auto Capitalisation: Enables auto capitalisation of names and addresses.
Custom Signatures: Enables Master Users to create custom staff email signatures on individual staff cards.
Staff Order: Configuration option to sort staff search results by first name or surname.
Email Contract Template: Allocates a default email template for when sending a copy of the property contract or documents e.g. via the app or inspection feedback.
Email to CRM: Enable the Email to CRM [BCC to CRM] functionality.

Publish Note: Defaults all new notes created to publish.
Back Date Note: Allows all users to make the note dates to be different from the date of entry.
Edit Note: Allows all users to be able to edit notes.
Delete Note: Allows all users to be able to delete notes.

Default Reporting Period: Default report searches to calendar year or financial year.
Sales Figures: Default setting for reporting sales in performance report - unconditional (contract date), unconditional (unconditional date), inc conditional (contract date).
Gross Comm GST: Report gross commission inc GST or ex GST in performance report.
New Contacts: Default setting for reporting new contacts in performance report.

Display: Select what figures will appear on the target dashboard. These will also be displayed within your mobile app.

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