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A configuration option is available which allows a client accounts assistant to be identified as a relationship on a lettings property - this relationship can be selected when reporting and can also be seen in added to various grids/screens across the system, including property and tenancy grids, arrears, works orders & supplier invoices & works orders

This allows a client accounts assistant to be able to identify & complete tasks required of them

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1. Add client accounts assistant

From lettings property:

  • In the Relationships panel, click (plus)

  • Select Client Accounts Assistant from the list

  • The Select Negotiator window is displayed - tick the name of the relevant AgencyCloud user and click Select

  • The Client Accounts Assistant is displayed in the Relationships panel

2. Reporting

From Reports on main menu:

  • Click Power Reports

  • Select Property Report for Lettings then click Show more

  • A Client Accts Assistant option is available

For example, running this property report will return all properties for this client accounts assistant that have a current tenancy:

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3. Client accounts assistant shown in grids

The client accounts assistant can be shown in the following grids

Tip

With the exception of supplier invoices, the column(s) first need to be added and saved to the grids shown below, see step 4 for instructions on this

  • property - after running a Power Report on properties or when viewing a list from the Organiser
    (e.g. right-click over Available Properties option and select Full results to see property grid)

  • tenancy - after running a Power Report on tenancies or when viewing a list from the Organiser
    (e.g. right-click over Current Tenancies option and select Full results to see tenancy grid)

  • tenant arrears - via the Chase Arrears screen and viewing tenant arrears

  • works orders

  • supplier invoices

4. Add client accounts assistant column(s) to grids

Tip

With the exception of supplier invoices, the column(s) first need to be added and saved to the grids shown above

  • A Client Accounts Assistant Name and/or a Client Accounts Assistant Code column can be added to each grid above (except supplier invoices)

From grid where column needs adding:

  • Right-click over the column headings, click Pick columns, select More, tick Client Accounts Assistant Name and/or a Client Accounts Assistant Code, then click Accept

  • The new column(s) will be 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

  • Grid functions can be used to sort, filter or group the grid by client accounts assistant

    • To sort the list, click the column heading

    • To filter or group, click to the right of the column heading (to view filter icon) for options to select specific names or to group the list by name

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Configuration option which allows a client accounts assistant to be identified as a relationship on a lettings property - this relationship can be selected when reporting and can also be seen in added to various grids/screens across the system