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As part of the new user interface (UI) project, the landlord screen has been redesigned to bring it in line with previously redesigned screens.

All existing functionality exists but with a refreshed look and feel with enhanced usability features.

1. Accessing Landlord Financial Details screen

In the Financial panel:

  • Click the edit icon (pencil)


2. Payments, Statements & Transactions plus right-click options

  • Payments, Statements & Transactions, seen previously at the bottom left of the screen, are now found top left

  • Extra options for Payments & Transactions can still be accessed via a right-click 



3. Journal entries replace contact notes

As seen in other new UI screens, a contact note is now termed as a journal entry; journal entries are shown in the Activity Feed

Adding a contact note is now done like this:

  • Click the + button and select Create journal entry

  • Enter your note and click Accept


Like previous Contact Notes, entries in the Activity Feed are non-editable and provide a useful audit trail for activity


4. Documents & Save options

Documents and Save buttons are now available top right of the landlord screen

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