In our June 2018 release, we've created a new way for you to configure your grids within Expert Agent.  This short video shows you how to use our new Column Picker BETA, giving you time to get used to the additional functionality. 

Clicking in to Consent allows you to adjust the default consent options on new Applicant, Landlord, and Vendor records. Without using this tick box, any records you enter in Expert Agent will say "Please Select" in all of their Consents, and you either select "Yes", "No", or "I did not ask".

1) If you'd rather not be obliged to select an option every time, tick the box to have all records entered with the Consents set to "I forgot to ask", that way you only need to change the selection if the Applicant/Landlord/Vendor actively opted in or out of the specific communication. 

2) On your Preferences Portals (for Applicants, Vendors and Landlords) you can change the text that explains what each consent is.  If you wish to use your own text untick the "Use default text" tick box.  If at any point you decide you wish to use the default text, just tick the "Use Default Text" tick box and the text will revert back.  

3) Applying changes to the group here will apply ALL changes, not just the text changes.  

4) Save.