Settings
Focusing on your Settings; including personal, branch, company and admin settings.
By Elliot1 author70 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
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
Fee Labels
Invoice Settings (Company)
KYC Details
Lead Sources
Lettings Service Levels
Mandatory Fields
Media (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)
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