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Getting started / quick guide - for sales, lettings & property management
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General
Sales & Lettings/Rentals
Applicant
Developments, new homes, land
Internet Registrations (portal leads)
Invoicing (sales - UK)
Keys
Lettings specific
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Property Management Organiser panel
Pre-tenancy & end of tenancy
Certificates & appliances
Arrears (property management)
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Landlord
Tenancy
Licenced & permitted occupiers
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Add licenced occupiers to a tenancy (when tenant is a company)
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Add permitted occupiers to a tenancy (when main tenant is a person)
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Permitted or licenced occupier role shown on contact record
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Report on permitted occupiers on a tenancy
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Add a lettings offer & the tenancy screen
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28 day / 4 week rent period
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Initial end date stored on tenancy
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Shortcut on tenancy to send email to all guarantors
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Additional tenant leaving current tenancy with no replacement
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Add Tenancy Manager relationship to a tenancy
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Identify property inspector as a relationship on tenancy
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Add an inventory clerk to a tenancy
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Adding/deleting tenants logged in Activity Feed
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Automatically log key tenancy changes to the tenancy Activity Feed
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Record arrears note against a tenancy
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Record tenancy inventory check in/out responsibility
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Notice received date field on tenancy
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Recording electronic correspondence consent on a tenancy
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Merge codes available for tenancy break clauses, allowances & responsibilities
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New user interface - tenancy screen
APAC specific (tenancy)
Configuration options (tenancy)
Configuration options (lettings specific)
APAC specific (property management)
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Marketing a property
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Pictures, maps, floorplans & EPCs
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Beta Release Notes
Knowledge Base
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Tenancy
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Licenced & permitted occupiers
Summarize
Licenced & permitted occupiers
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
May 24, 2024
1 min read
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Fiona Hardy