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This guide has been reviewed against our global client base and classed as relevant to

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all regions

This page outlines how

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to set-up a landlord/tenant arrears follow up date from the arrears screen

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This follow up date is only shown on the arrears screen and needs to be set manually, as outlined below

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1. Set arrears follow up date option

From the main menu:

  • Click Lettings and select Chase Arrears

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  • Right-click over the relevant tenant or landlord arrears record

  • Select Set follow up date

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Info

Your system may also be set-up to set with legal status, click here for more information

2. Enter follow up date

  • Enter the required date to follow up

  • Click Accept

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3. Follow up date shown in grid

A Follow up column is shown to the far right of the grid

  • Click the column heading to sort by follow up date

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Tip

Usual grid functions are available

For example, the position of the follow up column can be changed - click and drag the column to the desired position -

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then right-click over the column headings and select Save grid layout

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4. Clear follow up date

  • Right-click the arrears record

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  • Select Clear follow up date

  • Click Yes to confirm

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How to set-up a landlord/tenant arrears follow up date from the arrears screen