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A ‘last contacted’ date can be set on a renewal negotiation - when adding a renewal note or sending a renewal email, a prompt to update the last contacted date is offered, plus when sending an email to a tenant, the date will be updated
When viewing the renewals list via the Manage Renewals screen, the last contacted date can be viewed and the list sorted/filtered by this date
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  Image Removed Image AddedThe Last Contacted date (bottom left) is updated with the current date 
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2. Last contacted date updates when sending email to tenant ADD DETAIL!!!!!!!!!!! |
3. 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
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34. Use the Last Contacted Date column in the 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  Image Removed Image Added
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