Page Comparison

1. Add client accounts assistant

From lettings property:

• In the Relationships panel, click

• Select Client Accounts Assistant from the list

  

• The Select Negotiator window is displayed - tick the name of the relevant AgencyCloud user and click Select

• The Client Accounts Assistant is displayed in the Relationships panel

  

2. Reporting

From Reports on main menu:

• Click Power Reports

• Select Property Report for Lettings then click Show more

• A Client Accts Assistant option is available

For example, running this property report will return all properties for this client accounts assistant that have a current tenancy:

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3. Client accounts assistant shown in grids

The client accounts assistant can be shown in the following grids

• property - after running a Power Report on properties or when viewing a list from the Organiser
  (e.g. right-click over Available Properties option and select Full results to see property grid)

  

• tenancy - after running a Power Report on tenancies or when viewing a list from the Organiser
  (e.g. right-click over Current Tenancies option and select Full results to see tenancy grid)

  

• tenant arrears - via the Chase Arrears screen and viewing tenant arrears

  

• works orders

  

• supplier invoices

  

4. Add client accounts assistant column(s) to grids

• A Client Accounts Assistant Name and/or a Client Accounts Assistant Code column can be added to each grid above (except supplier invoices)

From grid where column needs adding:

• Right-click over the column headings, click Pick columns, select More, tick Client Accounts Assistant Name and/or Client Accounts Assistant Code, then click Accept

• The new column(s) 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

• Grid functions can be used to sort, filter or group the grid by client accounts assistant

  • To sort the list, click the column heading

  • To filter or group, click to the right of the column heading (to view filter icon) for options to select specific names or to group the list by name