Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

From version 12.130+, when using the tenancy renewal negotiation function, two updates are available:

  1. A renewal check can be marked as Not Needed

  2. A follow-up date can be added to a renewal which can then be reported on using Power Reports

Infotip

For the latest full guide on the tenancy renewal negotiation (including the new user interface implemented in AgencyCloud version 12.137) - click here

Widget Connector
overlayyoutube
_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width675px
urlhttps://www.youtube.com/watch?v=XpL64Awq9uM
height300px

more information on tenancy renewal negotiations, click here:
Tenancy renewal negotiation logging

1. Mark a renewal check as Not Needed

From the renewal negotiation screen, Checks section:

  • Click the link and select the required check

  • Tick Not Needed and click Accept

    The check is then displayed as complete but marked as not needed in brackets

Image RemovedImage RemovedImage Removed

Image AddedImage AddedImage Added

2. Adding a follow up date

From the renewal negotiation screen:

  • A Follow Up date can be set (bottom

right
  • left)

    The date is visible from both the Renewal Details and Agreement tab of the renewal negotiation screen

Image Added

3. Reporting on renewals due for follow up

The follow up date can be reported on via Power Reports

:

Image Added

  • From the Power Reports screen

  • Select report type of Renewal Negotiations

  • Select report criteria:

    • Status - select Negotiating
      To return current negotiations

    • Follow Up - select date range to report on
      E.g. this week, today, next x days 

  • Click Run Report 

Image RemovedImage Removed
Info

For more information on Power Reports including how to build and save a report, click here:
Power Reports

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel = "renewals-alts" and type = "page" and space = "RW"
labelsrenewals-alts 12_130 12_130-sales-lettings-rnote
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

From version 12.130+, when using the tenancy renewal negotiation function, two updates have been applied