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From AgencyCloud version 12.140+, a Tenancy Manager can be added as a relationship on a tenancy record
Where configured, a Tenancy Manager can be included in tenancy Power Reports and added to a tenancy grid list
1. Adding a Tenancy Manager From the tenancy: In the Relationships panel, click Select Tenancy manager from the list Other options will be available if not previously added
The Select Negotiator window is displayed
Tick the name of the relevant AgencyCloud user and click Select The Tenancy Manager is displayed in the Relationships panel
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2. Including Tenancy Manager in reports / grids Using Tenancy Manager in reports and seeing Tenancy Manager information in grids is dependent configuration - if you don’t see the options covered in this section, click here to contact Reapit Support From Power Report screen: Run a Tenancy Report, a criteria option to filter the report by Tenancy Manager is displayed Image AddedClick Run Report (bottom right)
The report results grid will be shown Image AddedThe Tenancy Manager column can be displayed in this grid If not displayed, right-click over the column headings, hover over Pick columns and click More, tick Tenancy Manager and click Accept Right-click over the column headings again and click Save grid layout
Clicking the column heading allows you to sort by Tenancy Manager
Clicking to the right of the heading allows you to group or filter the grid by Tenancy Manager
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For more information on the tenancy screen, click here For more information on Power Reports, click here |
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