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

This guide has been reviewed against our global client base and classed as relevant to all regions

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

When viewing property, applicant, tenancy and contact grid lists - alert information can be shown in a grid column and grid can be sorted/filtered by alert content

Where configured, alert changes can be logged in the Activity Feed of the record it was created in

1. Create alert

From the record that you want to add an alert to - in the Activity Feed panel:

Click and select Create <type> alert
In the example below, an alert is being added on a contact record
Enter alert text then click the cross (top right corner)
A prompt will be displayed - click Yes to update and save

2. View contact alert

The alert is displayed at the top of the Activity Feed

The alert is displayed on all other role records (see step 3) and will stay in place until it is updated or cleared (see step 4)

Alerts are shaded to correspond with the record it was added on
(i.e. contact - orange, property - blue and applicant -green)

3. Alert displayed on other records

The alert will also be shown on the Activity Feed on any other associated role - for example, if a contact alert has been added and the contact is a vendor, the alert will be displayed on their property record too

4. Edit/clear alert

To edit an alert:

Double-click alert (or right-click alert and select Edit alert) - the alert text window is displayed
Update the alert and close window to save update

To clear an alert:

Right-click alert (on any record) and select Clear alert
A prompt is displayed, click Yes to confirm you wish to clear the alert

5. View alert in grids

When viewing property, applicant, tenancy and contact grid lists - alert information can be shown

A grid is shown when viewing a full results list via the Organiser and also after running a Power Report - once added & saved on each grid type (i.e. contact, property, applicant), the alert column will always be displayed

Via the Organiser or Power Report results grid (on a contact, property or applicant grid):

Right-click over the column headings, select Pick columns and click More
Tick Alert and click Accept
The new Alert column is added to the right of the grid - to always view the column when using this grid type, click and drag to reposition then right-click column headings again and select Save grid layout
The grid can be sorted/filtered by alert text
- Click the column heading to sort by alert
- Click to the right of the column heading (to view the filter icon), click filter icon for option to filter by column content

The example above shows a grid launched via the Organiser, the functionality is also available from a report results grid (seen after running a Power Report)

6. Alert changes logged in Activity Feed - configuration option

Where enabled - when an alert has been added, removed or edited, an entry is automatically added to the Activity Feed on the record where it was added

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

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

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