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, such as a landlord review, a tenant's Right to Rent check or a supplier's Gas Safe membership.

Adding a date

Add the date from the contact's Management section, and Alto reminds you when it's due.

1. Click Contacts on the main navigation bar
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. Complete the following:
   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

If the date type you need isn't listed

The i dropdown only lists date types that are Selected and Available To that type of contact (Landlord, Tenant or Supplier) in Management Diary Events, which a Group Administrator manages in Group Settings. Some date types belong to other records. For example, Property Inspection is a tenancy date, and gas safety and EPC dates are property dates. For more information, see Adding a date to a property.

If the date type you need doesn't exist, a Group Administrator can create it with Create Management Date, then make it Selected and Available To the right type of contact. For the full steps, see Property Management Dashboard - Event Dates widget.

FAQs

• How do I add a Right to Rent date for a tenant?

Add it like any other date, choosing the Right to Rent date type in the i dropdown menu. For when and how to record Right to Rent checks, see Right to Rent checks.

• How do I change how far in advance I'm reminded about a date?

Each date type has a Diarise Days in Advance setting in Management Diary Events, which a Group Administrator can change. It applies to that date type across your group. For a worked example, see the reminder steps in Rent Review for Assured Periodic Tenancies.

• Can Alto remind me again after I complete a date?

Yes, if Reschedule on Completion Months or Reschedule on Completion Days is set for that date type in Management Diary Events. When you complete the date, Alto creates the next one that many months or days later.

• Related Help Centre articles that you may find useful.

  Property Management Dashboard - Event Dates widget

  Adding a date to a property

  Right to Rent checks

  Rent Review for Assured Periodic Tenancies

  Setting up default settings in Group Settings

  Critical Dates Not Set report