Page Comparison

1. Add renewal option & set expiry date

Agreement renewal options can be set via the tenancy and/or the renewal negotiation screens

From tenancy/renewal negotiation:

• Click Agreement tab

• In Renewal Option panel, click options button to right

• When an option is selected that has been configured with an expiry date, the Expiry Date field will display at the top

Tenancy screen

Renewal negotiation screen

2. Viewing expiry date in tenancy/renewal negotiation reports & grids

After running a tenancy or renewal negotiation report or viewing a tenancy or renewal report grid, the agreement expiry date can be added and saved on both tenancy and renewal negotiation grids

From tenancy/renewal negotiation grid:

• Right-click over the column headings, click select Pick columns and select click Renewal Option Expiry
  (in AgencyCloud 12.58-59, this column was titled Renewal Expiry)

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• The new column will be is 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

• The column will now show when using this type of grid again - grid functions can be used to sort or filter by date

  • To sort the list, click the column heading

  • To filter the list, click to the right of the column heading (to view filter icon, shown below), enter the dates to filter by and click Update

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3. Merge fields for use in letters & emails

A merge field has been added to the Letter Template Editor (LTE) for use in letters and email templates

From LTE:

• For tenancy merge code, expand Tenancy, locate Renewal Expiry Date field, then click and drag field to Word document <Tenancy.RenewalExpiryDateMergeText>

• For renewal negotiation code, expand Renewal, locate Renewal Expiry Date field, then click and drag field to Word document <Renewal.RenewalExpiryDateMergeText>

• The merge codes can be used in a letter or copied and pasted into an email template

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