On the System Config. tab master users can tailor certain system features for the entire office.
The areas you can customise include:
- Bulk Communication Allows you customise what bulk communication activies can be used.
- System Configuration (General) Allows you to edit General system settings such as letter date format and Notes settings such as can they be edited or deleted etc.
- System Configuration (Advanced) Allows you to edit Advanced system settings such as custom classes, appraisal and contact sources, buyer/tenant enquiry settings, letter margins etc.
- Property Features Allows you to filter which property features can be selected per property type when creating a new appraisal/listing.
- Marketing Invoice Allows you to edit the default header/footer used on the Marketing Invoice.
- Agent/Staff Invoice Allows you to edit the default header/footer used on the Marketing Invoice.
- Core Logic/RP Data Prospector Module users only.
- Colour Configuration Allows you to edit the colour scheme of your Agentbox CRM.
- Listing Activity Report Allows you to edit the default header and set display defaults.
- Project Activity Report Allows you to edit the default header and set display defaults.
- Leads Leads Capture Module users only.
- Homepass Allows you to apply settings to contacts create via Homepass 'Check-Ins'.
- Inspection Configuration Allows you to customise search requirements, subscriptions and mandatory fields on contacts created via inspections.
- Enquiry Configuration Allows you to customise search requirements, subscriptions and mandatory fields on contacts created via enquiries.
- TradeMe Integration This integration allows authorised Users to push listings to TradeMe.co.nz to a single TradeMe account.
- Property Photo Watermarking Allows you to configure watermark settings such as location, size, opacity and change image.
- Marketing Packages Allows you to create default Marketing Packages.
- Marketing Plan/Proposal Allows you to edit the default header/footer used on the Marketing Plan. Edit colour and font configurations and default layout options.
- Utility Connections Configuration Allows Agencies to create their own utility connection brand / concierge service for their clients (powerered by Movinghub.com.au).
Access System Configuration
*Note: Master Users Only
1.Click My Office on the main menu.
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2. Click Edit Details on the left panel.
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3. Click on the System Configuration tab.
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4. Select item from the Configuration Option drop-down to edit.
