Versions Compared

Old Version 31

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 32

changes.mady.by.user Fiona Hardy

Saved on

Key

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

...

Table of Contents
minLevel2
maxLevel3

General/sales/lettings

Sales invoicing functionality allows all charges to a client to be logged and then allocated to an invoice - the invoice be generated, printed & emailed via AgencyCloud - credit notes and payments can also be logged

If a landlord is currently a joint landlord on a property but now needs to be the sole landlord on a new property, how do I set this up?

How do I raise an invoice on a sales property? (UK specific)

Tip
Tip

When someone is a joint landlord but now has a property where they are the main/sole landlord, a new landlord record needs to be created with them as the main landlord - to avoid duplicate records being created - follow the process outlined in this guide to add the new landlord record

I’m missing important items in Activity Feed streams because there are too many other items showing that I’m not as interested in - is there a way I can remove some entries?

Tip

A filter option is available on Activity Feed streams that allow you to hide particular entries by type - click here for more information

Can I archive a property? Is it possible to get a property out of the archive?

TipWhen a property is no longer required it can be archived - an archived property record can be searched for, reported on & also recovered from the archive

A match on a 2-bedroom semi-detached house is giving me applicants are looking for 2-bedroom flats - what do I need to change to make matching work better?

Tip

Success with matching is dependent on how you set your property attributes and your applicant requirements - there are a few basic rules to follow to guarantee success - click here for more information

How do I change a lettings property to a sales property? (& vice versa)

Tip

A property record can be dual marketed on AgencyCloud (i.e. a sales property record can also be a lettings property record, and vice versa) - this option can also be used to convert a sales/lettings property to a lettings/sales property - click here for more information

How do I add a joint landlord?

Tip

From the property record, click the landlord name to access the landlord record - then, in the Joint Landlords panel, click Add - click here for more information

How do I report on buyers & email them?

Tip

To get a report on buyers, an offer report needs to be run - after running the report you can choose to email - click here for more information

How do I send an email in bulk to all my landlords or tenants?

Tip

The Advanced Search function can be used to send emails in bulk to all landlords or tenants - click here for more information

Where do I add the council tax band? (UK specific)

Tip

The council tax band is added on the property marketing screen (where configured) - click here for more information

...