Alerts are like pop up balloons that appear on the relevant list, when you highlight an Owner, Property, Tenant or Creditor. They are handy for important notes i.e Owner does own maintenance.
If you enter an alert against a property, it will only show in the property list, same for Owner, Tenant and Creditor. Although the Owner and the Tenant ones will also pop up in some transaction screens. Make sure the alert is on the list that it is relevant to i.e "Owner doing their own maintenance" needs to be on the Property List, so when you highlight the property to go into a Works Order, the alert pops up to remind you. Alerts also show on some screens in the transaction area.
Instructions - Setting up Alerts
There are two different ways to set up Alerts, through the diary or on the front screen above the lists.
For the diary: Right click on the required Owner, Property or Tenant, click on diary, click on Alert. Type in what you want and click save
On the property List, right click the property and click on EDIT ALERT
Type in your comments, click on save
To delete an alert, delete the text and click on save.
- Property List
- Keep Backs and Accumulated Keep Backs:
- Property Reports
- Archive and making a property inactive
- Options Available On A Right Click Of A Property
- Property Details Tab - (Double Click)
- Adding a New Property
- Smartview Filter Setting
- Setting A Fixed Charge ( Fixed Management Fee for example)