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1. Create tenancy alert

Open the tenancy record where the alert is to be added

From Activity Feed panel:

  • Click (plus) and select Create tenancy alert

  • Enter alert text

  • Click the cross (top right corner) to save & close the alert

  • A prompt will be displayed - click Yes

2. View alert

  • Alerts are displayed at the top of the tenancy Activity Feed

    The alert is also displayed on the associated property record & works orders for the tenancy, see step 3

    The alert will stay in place until it is updated or cleared, see step 4

Tip

In this example, the landlord has an alert added to their contact record too - the Contact Alert is shown at the top with the Tenancy Alert below it, followed by other usual Activity Feed entries

3. Tenancy alert on property record & works orders

The alert is also displayed on:

  • the associated property record for the tenancy

  • any works orders for the tenancy

Infotip

Alert links allow you to navigate to the associated tenancy record
From AgencyCloud 12.158+, tenancy alerts can be displayed on tenancy arrears & reports grids, as outlined here: Tenancy alerts on tenancy arrears & reports grids

4. Edit/clear alert

From the tenancy alert:

  • Right-click alert for options to Edit alert or Clear alert

    • Edit alert
      Alert text window is displayed, update alert and close window

    • Clear alert
      Prompt is displayed, click Yes to clear

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