The Alerts dashboard identifies actions or issues that potentially need following up on - for example, the "Rent Overdue" alert will identify tenants who are late with their rent. You will probably find yourself checking this page on a daily basis.
The alerts, displayed by branch, can be found in a few places:
- The main Alerts dashboard page is under “Home” -> “Alerts”
- On the homepage there is an Alerts widget
- For a single letting, there is an alerts widget on the letting’s dashboard page, flagging issues just relating to this tenancy
Types of alert
Alerts are grouped into the following four categories:
- Marketing & Sales Alerts: relating to any potential marketing issues (e.g. Viewings Awaiting Feedback) or sales activity (e.g. Sales in Progress)
- Lettings Management Alerts: flagging issues related to tenancies (e.g. late rent, tenancies about to finish, etc)
- Property Management Alerts: any property management reminders (e.g. gas safety certificates about to expire)
- General Alerts: for example, outstanding tasks, checklists not yet completed
To get a breakdown of the issues identified in each alert, click on the number at the end of the relevant alert:
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