This guide has been reviewed against our global client base and classed as relevant to all regions
An alert can be created on a tenancy record - this alert displays on the tenancy Activity Feed and also any works orders for the tenancy, as well as the associated property record
Pre-AgencyCloud 12.151, alerts could only be created from a contact record, as outlined here - this functionality is still in place
Tenancy alerts are added in addition to contact alerts - contact alerts show on the contact record Activity Feed plus all role records the contact has
In future releases of AgencyCloud, alert functionality will be extended to allow applicant and property alerts to be created
1. Create tenancy alert Open the tenancy record where the alert is to be added From Activity Feed panel:
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2. View alert
| In this example, the landlord has an alert added to their contact record too - the Contact Alert is shown at the top with the Tenancy Alert below it, followed by other usual Activity Feed entries |
3. Tenancy alert on property record & works orders The alert is also displayed on:
Alert links allow you to navigate to the associated tenancy record | |
4. Edit/clear alert From the tenancy alert:
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Where configured, alert changes can be added to the Activity Feed, click here for more information