Set key return date - configuration option

1. Check out key

From the property:

• Click Viewing and Keys
  

• Click relevant key
  

• Select Check key out to then select Negotiator or Contact / Company
  
  Select the relevant negotiator/contact/company

2. Enter a return date

A prompt to enter the key return date will be displayed

• Enter the date the key will be returned
  The current date or a date in the future must be entered
  

• Click Accept

3. When the key is checked out

• Hovering over a checked out key displays the key return date
  (along with other check out details)
  

• The key return date can be changed by clicking the checked out key and selecting Edit return due date

4. Identify overdue keys

Keys whose return date is overdue can be identified on the keys screen & via a power report

Via the keys screen:

• When a key return date is overdue, the key record is flagged in red on the keys screen

Via Power Reports:

• Select Property report type, then select Sales/Lettings as appropriate

• Select any relevant criteria to filter the results, such as Office (or leave blank for all)

• Click Show more and, from Linked Records, select Keys

• Click Pick Keys Criteria - select any relevant criteria or leave blank for all

• From Linked Records, select Key Movements

• Click Pick Key Journal Criteria and select Due Date
  The screen will be displayed as shown below

• This report will return a list of lettings properties in the London office with keys that are currently checked out and marked with a return date in the previous week

5. Import Power Report into AgencyCloud

The above Power Report can be imported to AgencyCloud (for sales and/or lettings) by downloading the required .rrd file on the right and importing it into AgencyCloud as a Predefined Report - see note below