Dashboard - managing event dates

All upcoming event dates that are to be renewed are accessible from the Event Dates widget on the Property Management Dashboard.  

From here, you can manage due or overdue dates for insurance renewal, tenancies, landlords, and contacts. Property dates such as safety certificate renewals and inspection renewals can also be managed. 

The steps below outline how to set the task to In Progress once you commence action on it, and how to Complete the task and renew the dates once you have actioned it. 

  1. Click the Home screen tab on the main toolbar
  2. Click Property Management Dashboard on the Home screen side menu
  3. Scroll down to view the Event Dates widget. A list of varying types of event dates are shown with a corresponding number as to how many are due or overdue
  4. Click the relevant type of event date
  5. In the Data Events window, click the item you wish to manage and mark as renewal in progress
  6. In the Manage Date window, you can amend the Renewal Date Status. Click In Progress
  7. Amend the Due Date, as required
  8. Add any relevant Notes
  9. Click Update

You can now follow your agency process for renewing the relevant date. 

Once you have completed the renewal:

  1. Follow steps 1-5 above
  2. In the Manage Date window, click Complete
  3. Record the Completed Date and amend the Rescheduled For date, as required
  4. Add any relevant Notes
  5. Click Update

Related articles: 

Adding a date to a contact

Adding a date to a property

Critical Dates Not Set report

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