Update to periodic tenancy reason functionality to add a review date
This guide has been reviewed against our global client base and classed as relevant to all regions
When using the configuration option that allows a periodic tenancy reason & notes to be added when marking a tenancy as periodic - from AgencyCloud 12.157+, a review date can be added when making a tenancy periodic
A further configuration option is available which ensures that the periodic tenancy review date must be entered
An option to add an entry in the Property Management panel on the Organiser is also available, this ensures that periodic tenancies are regularly reviewed
For more information on the configuration option (introduced in AgencyCloud 12.152) click here:
Periodic tenancy reason - configuration option
1. Make tenancy periodic From tenancy:
This can also be done from the tenancy renewal negotiation screen | |
2. Enter periodic tenancy reason & review date Enter:
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3. Further configuration option Your system may be configured to ensure the review date is entered
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4. View/edit periodic review date & reason The periodic review date & reason can be viewed & changed at any time From tenancy:
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5. Add periodic tenancies due for review on Organiser Periodic tenancies due for review can be flagged on the Property Management panel on the Organiser - this needs to be added to the panel and saved first From Property Management panel:
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6. View periodic tenancies due for review in Organiser From Property Management panel:
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