Details of incomplete renewal negotiation checks shown in Property Management panel

1. Add renewal negotiation checks incomplete option to Organiser - Property Management panel

The renewal negotiation checks incomplete option first needs to be added to the Property Management panel via Panel Setup

From Property Management panel:

• Hover over panel header and click cog icon to access Panel Setup

  Open

  

• From Pick categories to display section, tick Renewal negotiation checks incomplete

  Open

  

• Click tick (top right) to save

2. View renewal negotiation checks incomplete information on Property Management panel

• The Renewal negotiation checks incomplete option is added to the Property Management panel

3. Accessing renewal negotiations with outstanding checks

Renewal negotiation information can be viewed within the Organiser panel or within a grid

View renewal negotiations within the Organiser panel

• Click Renewal negotiation checks incomplete

• A list of the renewals is shown - click Renewal to view the renewal negotiation

View renewal negotiations in a grid

• Right-click over Renewal negotiation checks incomplete & select Full results

• The renewal negotiations are shown in a grid - double-click to view the renewal negotiation

• A Checks column can be added to the grid - see step 4

4. Add checks column to grid & save

Add the checks column & save the grid layout to ensure the column shows on any renewals grids

• Right-click over the column headings, select Pick columns and click Checks

• The Checks column is added to the far right of the grid

• Click and drag the column to the desired location, then right-click the column headings again and select Save grid layout

• Grid functions can be used:

  • Click the column heading to sort by that column

  • Click to the right of the column heading to filter by column content