Desktop Integration Types
Last updated
Last updated
Desktop Integration types associate an app with an action inside of AgencyCloud. A desktop type can change the behaviour of a button on a certain screen, or appear as an additional option on certain records.
If an app is a AgencyCloud app (an app that launches inside of AgencyCloud), it will show a Desktop Integration Type. Based on the type selected, please see the following associated behaviours or actions it will relate to:
When an app with a type of 'Property' is installed, an Apps menu will appear on the Property screen.
When an app with a type of 'Applicant' is installed, an Apps menu will appear on the Applicant screen.
When an app with the type of 'ID Check' is installed, it will replace the behaviour of the native 'Identity Check' button on a record such as a 'Contact' or 'Applicant'
When an app with the type of 'Property Marketing Information' is installed, it will replace the standard property marketing screen in AgencyCloud.
When an app with the type of 'Vendor Marketing Report' is installed, it can produce a customised Vendor Marketing Report.
When an app with the type of 'Property Detail Generation' is installed, it can replace the standard details template generation and brochure ordering process. An app will then be launched from the Applicant Interest and Reports screen in AgencyCloud.
When an app with the type of 'Applicant Export' is installed, it will enable the app to be used to export the details of an applicant to a separate system.
An application of this type would be triggered in two ways from AgencyCloud:
Upon first save of the applicant
As an option when clicking Print on the applicant screen:
When an app with the type of 'Landlord' is installed, an Apps menu will appear on the Landlord screen.
When an app with the type of 'Contact' is installed, an Apps menu will appear on the Contact screen.
When an app with the type of 'Company' is installed, an Apps menu will appear on the Company screen.
When an app with the type of 'Tenancy' is installed, an Apps menu will appear on the Tenancy screen.
When an app with the type of 'Offer' is installed, an Apps menu will appear on the Offer screen.
When an app with the type of 'Sales Progression' is installed, it can be launched from the Sales Progression button on the offers screen in AgencyCloud:
When an app with the type of 'Chain Management' is installed, it can be launched from the 'Chain' button on the offers screen in AgencyCloud:
