My Office: FAQs

My Office: FAQs

This article covers some FAQ’s to help you get started with the My Office feature in Reapit Sales.

Q: Where can I edit office details?

A: By selecting Edit Details in the My Office section. Here you change your company name, office phone number, website, address, etc. These will update parts of the system such as e-newsletter templates, digital media, Reapit Sales websites, and Sales Trust receipts if using the Trust module.

Q: How can I set up new portal exports?

A: By selecting Edit Details in the My Office section. Here you access the Portal Exports tab and request additional portal feeds with Reapit Sales. Please note, you will need to have an existing relationship with the portal before you contact Reapit Sales for the set up.

Q: How do I insert a logo/image into an Email Signature?

A: Click My Office from the main menu and search for the staff member's name. Select 'Tick to customise signature'. Within the edit box you can add text and images to a signature

Q: How do I delete/archive a staff member?

A: When a staff member leaves, we recommend you archive their profile. This will remove their access to the database and from your Reapit Sales website is applicable. By removing the staff member you can still run historical reporting on the staff member and their name will still be assigned to any past sales for reporting purposes only. When a staff member is archived, you will have the opportunity to bulk assign all of their available listings, outstanding tasks, projects and appraisals to different staff members. You archive the staff member by changing the status to 'Archived' in the Status menu, in their staff card.

Q: Can I edit the Marketing Invoice header/footer?

A: Yes. For example, you can add payment terms or office Bank Account details to the header/footer.

Q: Where do I access my system's configurations/settings?

A: See below directions to your system configurations:

1. Click My Office on the main menu.
2. Click Edit Details on the left panel.
3. Click the System Config tab.