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This guide has been reviewed against our global client base and classed as relevant to

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all regions

As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens

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All existing functionality exists but with a refreshed look and feel with enhanced usability features

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1. Accessing Landlord Financial Details screen

In the Financial panel:

  • Click the edit icon (pencil)

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2. Payments, Statements & Transactions plus right-click options

  • Payments, Statements & Transactions, seen previously at the bottom left of the screen, are now found top left

  • Extra options for Payments & Transactions can still be accessed via a right-click 

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3. Journal entries replace contact notes

As seen in other new UI screens, a contact note is now termed as a journal entry

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- journal entries are shown in the Activity Feed

Adding a contact note is now done like this:

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  • Click (plus) and select Create journal entry

  • Enter your note and

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  • click Accept

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Like previous Contact Notes, entries in the Activity Feed are non-editable and provide a useful audit trail for activity

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4. Documents & Save options

  • Documents and Save buttons are now available top right of the landlord screen

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As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens