New user interface - tenancy screen
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
As part of the new user interface (UI) project, the tenancy 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
The tenancy screen is still organised/divided over six screens/tabs, each one is covered in the sections below
Details
The left side of the Details screen pulls together property, landlord & tenant details
1. Landlord Details
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2. Main Tenant & Additional Tenants / Occupiers Main Tenant
Additional Tenants / Occupiers
| The Main Tenant name is assumed from the legacy tenancy screen as the first tenant in the Tenant Details field |
3. Email login details to tenant Applicable when using Reapit Online self-service web portals/trackers From the Main Tenant panel:
| The Reapit Online self-service web portal, gives the tenant access to such functions as fault reporting, tracking works orders, viewing transactions etc |
The central section of the Details screen shows details of the tenancy, relationships & accounts
4. Tenancy details
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5. Relationships
| Adding an agent allows you to pick from the company records Adding an inventory clerk allows you to pick from the list of users Once selected, the clerk and/or agent name is displayed in the Relationships panel To remove the agent/clerk relationship from the tenancy, hover over the name and click the delete icon that is displayed |
6. Accounts Applicable when using Reapit Client/Trust Accounts A summary of the account information for this tenancy is displayed, including:
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The panel on the right side, showing the Activity Feed and Accounts Functions, is displayed when viewing any screen/tab on the tenancy record
7. Accounts Functions The Accounts Functions panel gives access to the invoicing and receipts functions via expanding menus (rather than right-click menus previously seen in the legacy tenancy screen)
| 7a: Invoicing options 7b: Receipts options |
8. Activity Feed As with previously updated screens (contact, applicant, property) the Activity Feed pulls together all significant activity for the tenancy
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Financial & Renewals
The Financial & Renewals screen offers the same functions and features as seen in the previous tenancy screen
To add a renewal, alteration, fee or renewal negotiation, from the Renewals / Alterations / Fees panel, click