Identify internal client accounts assistant as a relationship on lettings property - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows a client accounts assistant to be identified as a relationship on a lettings property - this relationship can be selected when reporting and can also be added to various grids/screens across the system, including property and tenancy grids, arrears, works orders & supplier invoices
This allows a client accounts assistant to be able to identify & complete tasks required of them
To enable this configuration option, click here to contact Reapit Support
1. Add client accounts assistant From lettings property:
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2. Reporting From Reports on main menu:
For example, running this property report will return all properties for this client accounts assistant that have a current tenancy: |
3. Client accounts assistant shown in grids The client accounts assistant can be shown in the following grids With the exception of supplier invoices, the column(s) first need to be added and saved to the grids shown below, see step 4 for instructions on this
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4. Add client accounts assistant column(s) to grids With the exception of supplier invoices, the column(s) first need to be added and saved to the grids shown above
From grid where column needs adding:
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