When you check out a key, Palace will send out a reminder text after the key has been out for a certain amount of days. To set default time:
- Go to System.
- Click on Defaults.
- At the bottom of the left side, you will see Advanced Key System.
- Fill out your choices and click on Save Changes.
Note: If you don't want to send out SMS reminders, change Initial Days and Repeat to 9999. You can also change this when logging out individual keys.
The idea behind categories is to allow you to assign a certain bunch of keys to a certain group of people. Eg. You may have two sets of keys, one with every key for that property and another bunch with just the main house key. You may assign the house key to the category Suppliers. Then you would assign the other bunch of keys to General.
So when a Supplier needs the key, you would just check out the key under the category Suppliers because you would then know he has only got the key he needs and not the whole bunch.
To set up your Categories:
- Click on System
- Click on List Defaults
- Click on the drop-down arrow under List Catergory and select Key System
- Make sure it says Yes under Active
- Click on Save Changes