Adding a lettings progression note

Within Alto, you can add a note to a tenancy application to keep everyone appraised as to the progress of the applications status.

This can be done from the tenancy progression screen, which can be accessed in any one of three ways, either from Progressions, from the Tenancy or from the Property.

This article includes: 

Adding a lettings progression note from Progressions

  1. Click Progressions on the main toolbar
  2. Click All Lettings on the side menu
  3. Click the relevant tenancy from the list
  4. In the Letting Dates section, click Add Note
  5. The Add Transaction Note window opens. In the Involved Parties list, confirm which other Timeline(s) the note should be added to. Select and/or add other contacts using the search bar if required, or, untick parties to prevent the note being added to their Timeline
  6. Type any relevant notes into the Notes field
  7. If the note is in response to direct communication with the parties, we recommend you tick Update Last Contacted Date. This makes it clear on the parties' records when they were last spoken to
  8. Click Save

The new note appears in the progression notes and also in the Timeline(s) of the Involved Parties.

Adding a lettings progression note from the Tenancy

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1.  Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Tenancy on the side menu
  4. Click Progression
  5. In the Letting Dates section, click Add Note
  6. The Add Transaction Note window opens. In the Involved Parties list, confirm which other Timeline(s) the note should be added to. Select and/or add other contacts using the search bar if required, or, untick parties to prevent the note being added to their Timeline
  7. Type any relevant notes into the Notes field
  8. If the note is in response to direct communication with the parties, we recommend you tick Update Last Contacted Date. This makes it clear on the parties' records when they were last spoken to
  9. Click Save

The new note appears in the progression notes and also in the Timeline(s) of the Involved Parties.

Adding a lettings progression note from the Property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Lettings Progression
  5. In the Letting Dates section, click Add Note
  6. The Add Transaction Note window opens. In the Involved Parties list, confirm which other Timeline(s) the note should be added to. Select and/or add other contacts using the search bar if required, or, untick parties to prevent the note being added to their Timeline
  7. Type any relevant notes into the Notes field
  8. If the note is in response to direct communication with the parties, we recommend you tick Update Last Contacted Date. This makes it clear on the parties' records when they were last spoken to
  9. Click Save

The new note appears in the progression notes and also in the Timeline(s) of the Involved Parties.

 Note

We recommend keeping the progression notes up to date in order to keep your colleagues appraised of the applications current progress

Was this article helpful?
0 out of 0 found this helpful