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Info

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines how you can set-up a landlord/tenant arrears follow up date from the Chase Arrears screen.


1. Set arrears follow up date option

From the main menu:

  • Click Lettings and select Chase Arrears

  • Right-click over the relevant tenant or landlord arrears record

  • Select Set follow up date


2. Enter follow up date

  • Enter the required date to follow up

  • Click Accept

3. Follow up date shown in grid

A Follow up column is shown to the far right of the grid

  • Click the column heading to sort by follow up date




Info

The position of the column can be changed by clicking and dragging the column to the desired position (can then right-click and choose Save grid layout)


4. Clear follow up date

  • Right-click the arrears record

  • Select Clear follow up date

  • Click Yes to confirm


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