Certificate management

Indicate certificates managed by landlord

Any certificate types managed by the landlord can be indicated - functionality outlined in this guide is applicable from AgencyCloud versions 12.131-12.142

Certificate management screen for property management

From AgencyCloud 12.143+, a certificate management screen is available which provides the option to identify whether a certificate type is required and, if so, who is responsible for it

Certificate management screen update - managed by agent option

From AgencyCloud 12.147+, the certificate management screen has been updated to include the ability to log a certificate as being managed by the agent

Certificates grid displays certificate responsibility in one column

From AgencyCloud 12.149+, when using a certificates grid to view/manage certificates in bulk, certificate responsibility for each entry is displayed in one column

Certificate responsibility enhancements

In AgencyCloud 12.153+, two enhancements have been made regarding safety certificate responsibility, click link above for more information