Versions Compared

Old Version 2

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 3

changes.mady.by.user Fiona Hardy

Saved on

Key

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

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

Image Removed


Info

The position of the column can be changed by clicking and dragging the column to the desired position

(can

Can then right-click over the columns headings and choose Save grid layout

)


Image Added

4. Clear follow up date

  • Right-click the arrears record

  • Select Clear follow up date

  • Click Yes to confirm


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "arrears" and type = "page" and space = "RW"
labelsarrears clientaccounts_rnote_12_119 12_119

Page Properties
hiddentrue


Related issues