Page Comparison

1. Set last contacted date

From a renewal negotiation:

• Add a renewal note (click on the Activity Feed and select Create journal entry)

• The following prompt is displayed, click Yes

  Image RemovedImage Added

• The Last Contacted date (bottom left) is updated with the current date

  

2. Last contacted date updates when sending email to tenant

From a renewal negotiation:

• Right-click over Letters and select Send e-mail to tenant

• (then select required template)

  Image Added

• Ensure email is correct, then send
  The Last Contacted date is updated automatically

3. Add & save Last Contacted Date column to the Manage Renewals screen

From Organiser, Property Management panel:

• Right-click over Tenancy renewal negotiations and click Full results

  

• The Manage Renewals screen is displayed - to add the Last Contacted column, right-click over the column headings, click Pick columns then select Last Contacted Date
  The Follow Up date can also be added as a column

  

• The new column will be 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

4. Use the Last Contacted Date column in the Manage Renewals screen

Grid functions can be used to sort or filter by last contacted date

• To sort the list, click the column heading

• To filter by date, click to the right of the column heading (to view filter icon) and enter the required date(s) to filter by

  Image RemovedImage Added