The account configuration widget sets most of the basic options for the features your business requires.
| Option | Description |
|---|---|
| Applicant Contact Notes | Show the Applicants Contact Note button in the Contact Notes widget to allow contact notes to be made against the Applicant record in a property listing |
| Archived Contacts in Header Search | Allow archived contacts to be searched |
| Archived Properties in Header Search | Allow archived property listings to be searched |
| Closing Dates | Allow Closing Dates to be entered against a property (Scotland) |
| Collapsible Viewings | Allow viewing records to be collapsed, showing basic viewing information and tools |
| Critical List Widget | Display the Critical List widget. |
| Custom Property Feed | Contact ESPC Support in good time if you would like to explore a custom proeprty feed |
| Default Currency | Default currency for property price |
| Default SMTP Sender | Default sender for all rule-based communications sent by BDP. Options are Mandrill or Mailgun (use default Mandrill) |
| Download Images | Allow users to download images from the Images widget. |
| Editable Contact Notes | Allow contact notes to be edited by users |
| Entry Date on Offers | Display a field for the entry (completion) date when entering an offer |
| Estimated Marketing Dates | Enable the tool to allow an Estimated Marketing Date be set on a property |
| External Agents | Enable the Agent Details widget to allow external estate agents to be entered against a property |
| External Solicitors | Enable the Solicitor Details widget to allow external solicitors details to be used as opposed to in-house only |
| Failed Emails Notifier | Add a monitored email address that can receive emails notifying you of any emails that failed to send from BDP |
| Feed Notifications Email | Enter the email address to send feed notifications emails to. |
| GUI Notes Widget | Allow rich text in the Notes widget, e.g. Bold, italics, underline, etc. and show the rich text toolbar |
| Hide V Feedback | Hide viewing feedback from the Seller in vendor report |
| Lettings | Make the lettings section available |
| LifeQuay Credentials | Please contact ESPC Support should you wish to enable the LifeQuay integration |
| Log Email | Email address to send BDP system logs to. Should be a technical administrator mailbox |
| New Widget Defaults | Sets standard widgets. Please contact ESPC Support |
| No Branch Default | Do not set a default branch |
| Notes Widget | Display the notes widget on the property details page |
| Notes of Interest | Allow Notes of Interest to be entered against properties (Scotland) |
| Offers Tab | Display the dedicated Offers tab below the property summary box |
| Open Viewings | Enable Open Viewing tools |
| Property Rooms | Display the Rooms widget allowing for all rooms and dimensions to be entered |
| Referrals | Enable the Referrals widget and tool to help manage any referrals, such as a mortgage referral |
| Repeating Events | Allow repeating events in the calendar |
| Restrict Delete Properties Button to Admin Only | Only allow users with the Administrator role to delete properties |
| SMTP Auth Type | If using your own SMTP email service for all rule-based communications enter the authorasition type |
| SMTP Host | If using your own SMTP email service for all rule-based communications enter the host. |
| SMTP Password | If using your own SMTP email service for all rule-based communications enter the password |
| SMTP Port | If using your own SMTP email service for all rule-based communications enter the port |
| SMTP Username | If using your own SMTP email service for all rule-based communications enter the username |
| Sales | Make the sales section available |
| Sales Work Orders | Enable the Work Orders widget and tool to allow the creation of work orders on Sales properties (default is lettings properties only) |
| Seller Contact Notes | Allow contact notes to be entered against the Seller record. |
| Seller Update Notes | Enable the Seller Update Notes widget |
| Sellers in Contacts | Display a listing of all vendors in the contacts section |
| Send QR code to signage | Include an image of the QR code with the sign order. The QR code can be used to link to the property on your website using the BDP API. If your website URL changes please update BDP Domain Details widget. |
| Sign Order Email | If you use a For Sale Board agency, enter their contact email address here – this will be the default email used to send sign requests for all branches. Remember to check whether the Sign Order Email field for each branch also needs to be updated. |
| Solicitors in Contacts | Display a listing of all solicitors in the contacts section |
| UI Lazy Loading | Allow lazy loading of the properties listing and contacts listing |
| Valuation Callback | Default reminder time (in hours after a valuation has taken place) to display a reminder in the BDP dashboard to call back the Seller |
| Viewing Callback | Default reminder time (in hours after a viewing has taken place) to display a reminder in the BDP dashboard to call back the Applicant |
Failed Emails and Deferred Emails