Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

When viewing a grid list of applicants, properties, tenancies or contacts In AgencyCloud 12.151, when viewing property, applicant and contact grid lists - alert information can be shown (in AgencyCloud 12.152, tenancy grids will also show alerts)

A grid is shown when viewing a full results list via the Organiser and also after running a Power Report

From the Organiser of applicants, properties, tenancies or contacts from the grid results: (from

1. From the Organiser

When choosing to view a full results list:

  • Right-click over a list

  • and select Full results - e.g. Available Properties

    Image Added
  • The grid will be displayed and the Alert column can be added, see 3a

    Image Added
  • Click the Alert column heading to sort by reason or click to the right of the column heading for options to search alert content

Tip

Selecting Available Properties will show a property grid, therefore the alert type shown are property alerts

2. After running a Power Report

After running a Power Report:

  • The results are shown in a grid and the Alert column can be added, see point 3

Image Added
Tip

Running an applicant report will show an applicant grid,

therefore the alert type shown are applicant alerts

3. Add alert column to Organiser or Power Report results grid

Once added & saved on each grid type (i.e. contact, property, applicant), the alert column will always be displayed

Via the Organiser or Power Report results grid (on a contact, property or applicant grid):

  • Right-click over the column headings and click More

  • Tick Alert and click Accept

    Image Added
  • The new Alert column is added to the right of the grid, click and drag to reposition

  • Right-click column headings again and select Save grid layout

    Image Added
Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "organiser"
Excerpt
hiddentrue

When viewing a grid list of applicants, properties , tenancies or contacts - alert information can be shown

...