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Getting started / quick guide - for sales, lettings & property management
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Certificates
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Add a certificate
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Landlord notes & property notes in certificates grid
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Certificate current supplier shown in grid
Certificate management
Configuration options (certificates)
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Certificate status displayed in Organiser & report results grids - configuration option
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Set certificate status & status-related certificate checks - configuration option
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Prevent adding & editing certificates - configuration option
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Prevent deletion of certificates - configuration option
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Allow specific certificate types to have no expiry date - configuration option
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Safety certificate checklist - configuration option
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Certificate changes logged in the Activity Feed & Journal - configuration option
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Details of all certificates displayed on lettings property screen - configuration option
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Prevent 'no gas' being added/removed on a lettings property - configuration option
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Restrict changes to certificate management - configuration option
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Prompt to email certificate when uploading document - configuration option
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Updates to email certificate prompt when uploading document functionality
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Require electrical safety certificate on tenancy - configuration option
Appliances (property management)
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Configuration options (certificates)
Configuration options (certificates)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Jul 12, 2022
1 min read
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