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.
General Options
- 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.
Letter Options
- Letter Date Format: Date format for all date related letter variables.
- Offer Letter: Default letter of offer template.
- Staff Photo Size: Set the staff photo variable width and height.
Notes Options
- 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.
Report Options
- 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.
Targets Dashboard
Display: Select what figures will appear on the target dashboard. These will also be displayed within your mobile app.
