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Zenya Allen

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Articles

Recent activity by Zenya Allen

  • Adding additional recipients to an email

    Additional recipients can be added to any email as long as they are a contact in your database, and their email has been entered into their Contact record.  If your recipient has more than one emai...

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  • Create and send an ad hoc letter

    Alto uses a word processor to create and send letters. Each letter template is set up with merge codes, so when it's produced, the details of the record you have selected is merged with the selecte...

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  • Email and print a letter

    Alto uses a word processor to create and send letters. After your document is created, you may need to both print and email a letter, and this can be completed separately or in a single action. You...

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  • Create and send an event driven letter

    Alto uses a word processor to create and send letters. Each letter template is set up with merge codes so when it's produced, the details of the record you have selected is merged with the selected...

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  • Adding supplier bank details

    If your agency pays your suppliers by BACS, or if you keep a record of their bank details for internet payments, you can add the suppliers bank account details to their supplier record. To add bank...

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  • Adding tenant bank details

    At the end of a tenancy, when refunding a deposit or when an overpayment of rent needs to be refunded, it's important to ensure the tenant bank account details are added on their contact record, to...

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  • Dashboard - chasing arrears & arrears letters

    You can monitor your arrears and send out arrears letters to a tenancy or individual contact record from the Arrears widget on the Property Management Dashboard. You can filter by switching betwee...

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  • Dashboard - batch receipts

    The steps below outline how to receipt money from the Property Management Dashboard for charges which have been raised and are in arrears, including: Receipt multiple payments using batch receipts...

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  • Adding an attachment to a letter template

    Alto uses a word processor to create letter templates. As part of this process, if you have a document that needs to be permanently attached to a letter, the document can be set up on the letter te...

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  • Adding agency fees on a property

    You're able to add your agency fees on to an individual property. Sales property Click Properties on the main toolbar Select the relevant property from Recent & Favourite Properties  Altern...

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