Setting up a Tenancy Alert

Setting up a Tenancy Alert

Setting up a Tenancy Alert

 

In the 'Tenancy' module, double click on any tenancy to open up the relevant tenancy record, click on the 'Information Bar' and click on the 'Check List'. This will bring up the tenants checklist on the right hand column. 

 

These checklist items feed from the 'Tenant Process'. 

The checklist will allow you to mark off any documentation you have received from a particular tenant. If you have not yet sent that documentation to the tenant you can double click into any document on the checklist to open it up. 

 

Once that checklist item is open, click on the tenant name on the left to highlight it in blue and then 'Edit Document' to make any required changes before printing.

 

 

For More Information Please See The Attached Document


    • Related Articles

    • Setting up the Data Path

      Please see attached PDF

    • Tenancy Checklist

      The Tenant Checklist   In the 'Tenancy' module, double click on any tenancy to open up the relevant record, click on the 'Information Bar' and click on the 'Check List'. This will bring up the tenants checklist on the right hand column.    These ...

    • Creating a Pending Tenancy

      Creating a Pending Tenancy     - Go to the 'Tenancy' module and click 'New Tenancy'. - You will then be presented with the 'Tenancy - New' screen and the 'Contact List' will automatically show over the top.  - Select the contact that you wish to add ...

    • Tenancy Activation - Landlord Version

      Tenancy Activation - Landlord Version   - Go to the 'Tenancy' module. - Double click on the pending tenancy you wish activate.  - If a window appears saying 'Do you wish to set the status to ACTIVATE and raise any due charges' click 'No'.   For ...

    • Updating a Periodic Tenancy

      Updating a Periodic Tenancy     - Go to the 'Tenancy' module (top bar). - Double click on the tenancy where the rent is being increased. - Click in the 'Information Bar'. - Select 'Renew/Update Tenancy Agreement' from the list. You will see that ...