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This guide has been reviewed against our global client base and classed as relevant to all regions |
An option From AgencyCloud 12.168+, when running a tenancy report and choosing to include checks, a selectable menu option has been added to include default/predefined tenancy checks that are not yet started is available when running a tenancy report and choosing to include checks - this
Default/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)
This option ensures that details of default checks that are marked as Needed (i.e. not started) can will be included in the report, where requiredDefault/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)Prior to this release, default checks marked as Needed
would not be included in reportsPrior to this release, the menu option would be presented as a pop-up message every time the report was run
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From AgencyCloud 12.169+, a tenancy checks report that includes default checks can be added to an Organiser panel, click here for more information: |
When running a tenancy report and choosing to include checks:
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Example report With the option shown above set to Include default checks, running this report will show all arranging tenancies due to start in the next 2 weeks, where 3 specific pre-tenancy checks are still set to Needed or Sent/Arranged
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An option to include default/predefined tenancy checks that are not yet started is available From AgencyCloud 12.168+, when running a tenancy report and choosing to include checks - this ensures that details of default , a selectable menu option has been added to include default/predefined tenancy checks that are marked as Needed (i.e. not started) can be included in the report, where requirednot yet started |