Add Tenancy Manager relationship to a tenancy

Owned by Fiona Wilson, created
Last updated: Nov 12, 2021
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud version 12.140+, a Tenancy Manager can be added as a relationship on a tenancy record

Where configured, a Tenancy Manager can be included in tenancy Power Reports and added to a tenancy grid list

1. Adding a Tenancy Manager

From the tenancy:

  • In the Relationships panel, click

  • Select Tenancy manager from the list
    Other options will be available if not previously added

    The Select Negotiator window is displayed

  • Tick the name of the relevant AgencyCloud user and click Select
    The Tenancy Manager is displayed in the Relationships panel

2. Including Tenancy Manager in reports / grids

Using Tenancy Manager in reports and seeing Tenancy Manager information in grids is dependent configuration - if you don’t see the options covered in this section, click here to contact Reapit Support

From Power Report screen:

  • Run a Tenancy Report, a criteria option to filter the report by Tenancy Manager is displayed

  • Click Run Report (bottom right)

  • The report results grid will be shown

  • The Tenancy Manager column can be displayed in this grid
    If not displayed, right-click over the column headings, hover over Pick columns and click More, tick Tenancy Manager and click Accept
    Right-click over the column headings again and click Save grid layout

  • Clicking the column heading allows you to sort by Tenancy Manager

  • Clicking to the right of the heading allows you to group or filter the grid by Tenancy Manager

For more information on the tenancy screen, click here

For more information on Power Reports, click here