Adding a date to a contact

In a contact record, you have the option to add dates to remind you of important recurring events relating to that contact.

 Note

  • Dates can be added to landlords, tenants and suppliers but cannot be added against applicants
  • Alto will show these dates when they are due to be actioned in the Event Dates widget, on your Property Management Dashboard
  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Management on the side menu
  4. Click the Dates top tab
  5. Click Add Date
  6. The Add Date window opens
    1. In the i dropdown menu, click the relevant type of date you wish to set a reminder for
    2. Click the appropriate status (usually Pending as it's a new date reminder being added)
    3. Select the Due Date for the reminder
    4. Add any relevant Notes
  7. Click Update

Related articles: 

Setting up default settings in Group Settings

Dashboard - managing event dates

Critical Dates Not Set report

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