Activity Feed, journal (contact notes), alerts & call reminders

Vendor/landlord marketing report

Guidance on running the vendor/landlord marketing report available from the property journal

Add an alert to a contact, applicant, tenancy or property

An alert can be added to a contact, tenancy, applicant or property record - alerts are displayed at the top of the Activity Feed of the record where the alert was added - they are also shown on any other role the contact is associated with

Set a call reminder

A call reminder can be set on any role within the system, i.e. applicant, property/vendor, landlord, tenancy, company or contact

Hide or display missing Activity Feed entries (also known as journal entries or contact notes)

The Activity Feed panel displays journal entries (also previously known as Contact Notes) - it is possible to choose which entries are viewed/hidden in this panel