Alerts shown in grids on Organiser & Power Reports

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

In AgencyCloud 12.151, when viewing property, applicant and contact grid lists - alert information can be shown (in AgencyCloud 12.152, tenancy grids will also show alerts)

A grid is shown when viewing a full results list via the Organiser and also after running a Power Report

1. Organiser

  • Right-click over a list and select Full results - e.g. Available Properties

  • The grid will be displayed and the Alert column can be added, see point 3

  • Click the Alert column heading to sort by alert added/not or click to the right of the column heading for options to search alert content

Selecting available properties in the Organiser shows a property grid, therefore the alert type shown are property alerts

2. After running a Power Report

After running a Power Report:

  • The results are shown in a grid and the Alert column can be added, see point 3

  • Click the Alert column heading to sort by alert added/not or click to the right of the column heading for options to search alert content

Running an applicant report will show an applicant grid, therefore the alert type shown are applicant alerts

3. Add alert column to Organiser or Power Report results grid

Once added & saved on each grid type (i.e. contact, property, applicant), the alert column will always be displayed

Via the Organiser or Power Report results grid (on a contact, property or applicant grid):

  • Right-click over the column headings, select Pick columns and click More

  • Tick Alert and click Accept

  • The new Alert column is added to the right of the grid, click and drag to reposition

  • Right-click column headings again and select Save grid layout