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Fiona Hardy

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Tip

Reporting options that use the initial end date will be available in future releases of AgencyCloud

1. View initial tenancy end date

From current tenancy:

  • Hover over the Tenancy end date - a pop-up is displayed showing the Initial end date
    The current end date is also shown
    Any changes to the initial end date are logged in the Activity Feed, shown below

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Tip

The initial end date is taken from the Tenancy end date at the point that the tenancy moved from the Status of Arranging Tenancy to Tenancy Current

2. Change initial end date (where allowed)

The initial end date can only be changed when a user has been given the necessary security permissions via configuration - see note at the top of this guide for more information

From current (or finished) tenancy:

  • Right-click over Tenancy end and select Update initial end date

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  • Enter revised initial end date and click Accept

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  • The Initial end date is updated and shown when hovering over the Tenancy end date field
    It is also logged in the Activity Feed on the tenancy

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Info

The initial end date being logged applies to tenancies whose status changed from arranging to current when using AgencyCloud version 12.160+

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