...
To request that expiry date(s) are added to specific agreement renewal options, click here to contact Reapit Support
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 Image ModifiedRenewal negotiation screen Image Modified |
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: |
Image Removed Image AddedThe new column
|
will be now , shown below
Image Removed Image Added |
example is a grid - grids seen when accessing renewals via the Organiser |
|
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
|
Image Removed Image Added |
Related articles
Filter by label (Content by label) |
---|
showLabels | false |
---|
max | 8 |
---|
sort | modified |
---|
showSpace | false |
---|
reverse | true |
---|
cql | label = "renewals-alts" |
---|
|
...