Settings
Focusing on your Settings; including personal, branch, company and admin settings.
By Elliot1 author71 articles
- Branch General Settings
- Applicants (Settings)
- Appointments (Settings)
- Areas (Branch)
- Board Supplier
- Collateral Templates (Brochure Templates)
- Collateral Templates (Window Card Templates)
- Competitors
- Custom Checklists
- Inspections (Settings)
- Invoice Settings (Branch)
- Patch
- Portal Enquiries
- Property Matching (Settings)
- Solicitors
- Street App & Portal (Branch Settings)
- Online Bookings (Branch)
- Pre-Qualifying Questionnaire (Templates)
- Pre-Qualifying Questionnaire (Configuration)
- Property Information Questionnaire (Settings)
- Buyer Ready (Settings)
- Valuation Template Builder
- Company General Settings
- Accounting (Settings)
- Accounting - Payment Advice & Statements (Settings)
- Accounting - Charge Settings
- AI Settings
- Approvals
- Areas (Company)
- Boards/Slips
- Branches
- Brands
- Custom Task Types
- Document Letterheads
- Document Templates Overview
- Document Template Creation
- KYC Details
- Lead Sources
- Lettings Service Levels
- Mandatory Fields
- Media (Company)
- Invoice Settings (Company)
- Mileage (Settings)
- Notification Preferences (Settings)
- Notification Preferences (Edit Content)
- Partner Platform (Settings)
- Portals (Settings)
- Insurance Policies (Settings)
- Street App & Portal (Company Settings)
- Online Bookings (Company)
- Valuation Statuses
- Workflows (Settings)
- Valuation Fees (Fee Labels)
- Valuation Fees (Flexible Fees)
- User Management - Overview
- User Management - Creating and Inviting Users
- User Management - Editing a User
- User Management - Deactivating and Reactivating a User
- User Management - Bulk Reassign Entities
- Roles & Permissions (Settings)
- Managing User Roles and Permissions
- Applications (API Tokens)
- Integrations
- Webhooks