Versions Compared

Key

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

...

When submitted, an email and a task is sent in AgencyCloud (via Reapit) to the tenancy Key Contact to action the request

Tip

To do this, the tenant needs to access their tenant view first - as outlined here:
Access tenant view on the MyAgency app

1. Access renew option

From tenant view:

  • Click Renew Tenancy

Image Modified

2. Enter renewal request detail

From the Renew Tenancy screen:

  • Can set to 6 Months or 12 Months

  • Enter any notes in the field below

  • Click Save to submit the request

    A confirmation message will be displayed

Image ModifiedImage Modified

3. Renewal task & email sent

In AgencyCloud

From Reapit:

  • The tenancy Key Contact receives an email and

also
  • a task

in AgencyCloud

  • In the

AgencyCloud
  • task, the tenancy details are pulled across including the length of the request & any added notes

  • The task can be updated and saved or, when relevant, Mark as Completed

Info

For information on using tasks & messages

in AgencyCloud

, click here:
Using tasks & messages

Image Modified
Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "myagency-tenant"
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

A tenant can request to renew their tenancy via the MyAgency app - when submitted, an email and a task is sent in AgencyCloud (via Reapit) to the tenancy Key Contact

...