Page Comparison

1. Set last contacted date

From a renewal negotiation:

• Add a renewal note (click on the Activity Feed and select Create journal entry)
  Or send an email from the renewal negotiation screen ADD MORE INFO!!!!!!!

• The following prompt is displayed, click Yes

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• The Last Contacted date (bottom left) is updated with the current date

  

2. Add & save Last Contacted Date column to the Manage Renewals screen

From Organiser, Property Management panel:

• Right-click over Tenancy renewal negotiations and click Full results

  

• The Manage Renewals screen is displayed - to add the Last Contacted column, right-click over the column headings, click Pick columns then select Last Contacted Date
  The Follow Up date can also be added as a column

  

• The new column will be added to the far right side of the grid - click and drag the column heading to the desired position

• Right-click over the column headings again and click Save grid layout

3. Use the Last Contacted Date columns column in the certificates Manage Renewals screen

Grid functions can be used to sort or filter by last contacted date

• To sort the list, click the column heading

• To filter by date, click to the right of the column heading (to view filter icon) and enter the required date(s) to filter by

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