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

An alert can be created on a tenancy record - this alert displays on the tenancy Activity Feed and also any works orders for the tenancy, as well as the associated property record

Pre-AgencyCloud 12.151, alerts could only be created from a contact record, as outlined here - this functionality is still in place

One tenancy alert can be added - a tenancy alert is added in addition to any other types of alert currently in place

In AgencyCloud 12.152+, alert functionality is further extended to allow applicant and property alerts to be created

1. Create tenancy alert

Open the tenancy record where the alert is to be added

From Activity Feed panel:

  • Click (plus) and select Create tenancy alert

  • Enter alert text

  • Click the cross (top right corner) to save & close the alert

  • A prompt will be displayed - click Yes

2. View alert

  • Alerts are displayed at the top of the tenancy Activity Feed

    The alert is also displayed on the associated property record & works orders for the tenancy, see step 3

    The alert will stay in place until it is updated or cleared, see step 4

In this example, the landlord has an alert added to their contact record too - the Contact Alert is shown at the top with the Tenancy Alert below it, followed by other usual Activity Feed entries

3. Tenancy alert on property record & works orders

The alert is also displayed on:

  • the associated property record for the tenancy

  • any works orders for the tenancy

Alert links allow you to navigate to the associated tenancy record
From AgencyCloud 12.158+, tenancy alerts can be displayed on tenancy arrears & reports grids, as outlined here: Tenancy alerts on tenancy arrears & reports grids

4. Edit/clear alert

From the tenancy alert:

  • Right-click alert for options to Edit alert or Clear alert

    • Edit alert
      Alert text window is displayed, update alert and close window

    • Clear alert
      Prompt is displayed, click Yes to clear

Where configured, alert changes can be added to the Activity Feed, click here for more information

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