Content Comparison

1. Add renewal option & set expiry date

Agreement renewal options can be set via the tenancy and/or the renewal negotiation screens

From tenancy/renewal negotiation:

• Click Agreement tab

• In Renewal Option panel, click options button to right

• When an option is selected that has been configured with an expiry date, the Expiry Date field will display at the top

Tenancy screen

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Renewal negotiation screen

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2. Viewing expiry date in tenancy/renewal negotiation reports & grids

After running a tenancy or renewal negotiation report or viewing a tenancy or renewal report grid, the agreement expiry date can be added and saved on both tenancy and renewal negotiation grids

From tenancy/renewal negotiation grid:

• Right-click over the column headings, select Pick columns and click Renewal Option Expiry
  (in

• version 12.58-59, this column was titled Renewal Expiry)

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• The new column is 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

• The column will show when using this type of grid again - grid functions can be used to sort or filter by date

  • To sort the list, click the column heading

  • To filter the list, click to the right of the column heading (to view filter icon), enter the dates to filter by and click Update

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3. Merge fields for use in letters & emails

A merge field has been added to the Letter Template Editor (LTE) for use in letters and email templates

From LTE:

• For tenancy merge code, expand Tenancy, locate Renewal Expiry Date field, then click and drag field to Word document <Tenancy.RenewalExpiryDateMergeText>

• For renewal negotiation code, expand Renewal, locate Renewal Expiry Date field, then click and drag field to Word document <Renewal.RenewalExpiryDateMergeText>

• The merge codes can be used in a letter or copied and pasted into an email template

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