Update to periodic tenancy reason functionality to add a review date

Owned by Fiona Hardy, created
Last updated: Nov 14, 2022
3 min read

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:

  • Tick Periodic

 

 

This can also be done from the tenancy renewal negotiation screen

2. Enter periodic tenancy reason & review date

Enter:

  • Reason & Comments as usual

  • Enter a Review Date
    Must be a date in the future

  • Click OK

 

3. Further configuration option

Your system may be configured to ensure the review date is entered

  • If a date is not entered - when clicking OK, a prompt will be displayed

  • Enter review date and click OK again

4. View/edit periodic review date & reason

The periodic review date & reason can be viewed & changed at any time

From tenancy:

  • To view: hover over Periodic to view information in a tool tip

  • To edit: right-click Periodic and select Edit Reason

 

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:

  • Hover over panel header and click cog icon

  • Tick Periodic tenancies due for review

  • Click tick (top right) to save Panel Setup

    See next step

 

6. View periodic tenancies due for review in Organiser

From Property Management panel:

  • Right-click over Periodic tenancies due for review and select Full results

  • Periodic tenancies that are due for review are displayed in a grid - this includes tenancies due for review from the current date/previous to the current date

Related articles

Â