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An alert can be created on a tenancy record - this alert displays on the tenancy Activity Feed and also any works orders for the tenancy, as well as the associated property record

Pre-AgencyCloud Prior to version 12.151, alerts could only be created from a contact record, as outlined here:
Add a contact alert- this functionality is still in place

One tenancy alert can be added - a tenancy alert is added in addition to any other types of alert currently in place

Tip

In AgencyCloud From version 12.152+, alert functionality is further extended to allow applicant and property alerts to be created

1. Create tenancy alert

Open the tenancy record where the alert is to be added

From Activity Feed panel:

  • Click (plus) and select Create tenancy alert

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  • Enter alert text

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  • Click the cross (top right corner) to save & close the alert

  • A prompt will be displayed - click Yes

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2. View alert

  • Alerts are displayed at the top of the tenancy Activity Feed

    The alert is also displayed on the associated property record & works orders for the tenancy, see step 3

    The alert will stay in place until it is updated or cleared, see step 4

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Tip

In this example, the landlord has an alert added to their contact record too - the Contact Alert is shown at the top with the Tenancy Alert below it, followed by other usual Activity Feed entries

3. Tenancy alert on property record & works orders

The alert is also displayed on:

  • the associated property record for the tenancy

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  • any works orders for the tenancy

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info
Tip

Alert links allow you to navigate to the associated tenancy record
From version 12.158+, tenancy alerts can be displayed on tenancy arrears & reports grids, as outlined here: Tenancy alerts on tenancy arrears & reports grids

4. Edit/clear alert

From the tenancy alert:

  • Right-click alert for options to Edit alert or Clear alert

    • Edit alert
      Alert text window is displayed, update alert and close window

    • Clear alert
      Prompt is displayed, click Yes to clear

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Tip

Where configured, alert changes can be added to the Activity Feed, click here for more information: Add alert changes to Activity Feed - configuration option

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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An alert can be created on a tenancy record - this alert displays on the tenancy Activity Feed plus the associated property record for the tenancy

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