Property Management Dashboard - Event Dates widget

In Alto, all upcoming event dates that are to be renewed for your tenancies are accessible from the Event Dates widget on the Property Management Dashboard. 

This is a customisable list that can be added to, whereby all of the events are colour coded by type (pink relates to tenancies, red relates to contacts, blue relates to properties) and status (orange are upcoming, red are overdue). 

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 - an example of which is included towards the end of this article.

Adding a new Event

To add a new event:

1. Click Tools on the main navigation bar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Group Settings
5. Scroll down and click Management Diary Events
6. Scroll down and click Create Management Date
7. Enter a Name
8. Enter a ShortName
9. Enter a Description
10. Click Create
11. With the event date now Selected, you can then configure it accordingly by making it Available To the appropriate type (Tenancy, Tenant, Supplier, Property or Landlord)

With the event created, you can then add it against the contact or tenancy:

1. Click Contacts or Tenancies on the main navigation bar
2. Select the relevant contact/tenancy from Recent & Favourite Contacts/Tenancies
   1. Alternatively, find the contact/tenancy using the Search Contacts/Tenancies bar in the top right
3. For Contacts, click Management on the side menu. For Tenancies, click Dates on the side menu
4. Click Add Date
5. The Add Date window opens. In the i dropdown menu, click the relevant type of date you wish to set a reminder for
6. Click the appropriate Status (usually Pending as it's a new date reminder being added)
7. Select the Due Date for the reminder
8. Add any relevant Notes
9. Click Update

Managing your Event Dates

The steps below outline how to set the event date '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 Alto Logo (Home tab) on the main navigation bar
2. Click Property Management Dashboard on the Home screen side menu
3. Within 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 Date Events window, click the item you wish to manage and mark as in progress
   1. Tenancy Event Dates allow you to Email All Tenants and Email All Landlords
      For more information on Sending an email to all landlords and tenants, click here
6. In the Manage Date window, you can amend the Status. Click In Progress
7. Amend the Due Date, as required
8. Add any relevant Notes
9. Click Update

For completing and renewing the relevant date:

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

• Related Help Centre articles that you may find useful.

  Adding a date to a contact

  Adding a date to a property

  Critical Dates Not Set report