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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens.
All existing functionality exists but with a refreshed look and feel with enhanced usability features.
1. Accessing Landlord Financial Details screen In the Financial panel:
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2. Payments, Statements & Transactions plus right-click options
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3. Journal entries replace contact notes As seen in other new UI screens, a contact note is now termed as a journal entry; journal entries are shown in the Activity Feed Adding a contact note is now done like this:
Like previous Contact Notes, entries in the Activity Feed are non-editable and provide a useful audit trail for activity | |
4. Documents & Save options Documents and Save buttons are now available top right of the landlord screen |
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