New user interface - landlord screen

Owned by Fiona Wilson
Last updated: Jan 11, 2022
2 min read

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 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  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