Details of incomplete renewal negotiation checks shown in Property Management panel

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

Information on renewals negotiations with incomplete renewal negotiation checks can be accessed via the Property Management panel on the Organiser

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

From the Property Management panel:

To view the renewals within the Organiser panel, click Renewal negotiation checks incomplete t
OR, to view in a grid, right-click over figure and select Full results
A Checks column can be added to the grid - see next step

4. Add checks column to grid

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

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

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