How to set up alerts for a property

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.

 

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