Periodic tenancy reason - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available that allows a periodic tenancy reason & notes to be added when marking a tenancy as periodic - the relevant reason is selected from a predefined list plus more detailed notes can also be added
Making a tenancy periodic can be done from the tenancy record and also from a tenancy renewal - in both cases, when marking the tenancy as periodic, selecting a reason/adding notes will be required
When requesting for this feature to be enabled via Reapit Support (see link below), you will need to supply the required periodic tenancy reasons, as they are set-up to meet the requirements of your business
To enable this configuration option, click here to contact Reapit Support
1. Make tenancy periodic From tenancy:
This functionality is also available from a tenancy renewal | |
2. Enter periodic tenancy reason Pre-set reasons will be offered (options offered are dependent on business requirements)
| *From AgencyCloud 12.157+, the ability to add a review date was added, see this guide for more information: |
3. Reason logged in Activity Feed The periodic tenancy reason is logged in the Activity Feed | |
4. Periodic tenancy reasons in Power Report results grid When running a tenancy report or renewal negotiations report, periodic tenancy reasons & comments can be seen in the results grid (but first need to be added, see 4a below) For example, when running a tenancy report on current tenancies that are periodic:
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4a. Add reason & comment columns to grid Once added and saved, both columns will always be displayed on a tenancy report grid
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