Versions Compared

Old Version 11

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

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

...

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

    Image Modified

  • Enter alert text

    Image Modified

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

  • A prompt will be displayed - click Yes

    Image Modified

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

Image Modified
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

Image Modified

  • any works orders for the tenancy

Image Modified
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

Image Modified
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

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "alert"
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

Excerpt
hiddentrue

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

...