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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 Usual grid functions are available

For example, the position of the follow up column can be changed by clicking - click and dragging drag the column to the desired position Can then - then right-click over the columns column headings and choose select 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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