Jonathon Blakeley
Activity overview
Latest activity by Jonathon Blakeley
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Jonathon Blakeley created an article,
Customising event driven email templates
In Alto, some events such as Viewings, Market Appraisals and Instructions will trigger automatic emails related to those events. Those emails are stored within Tools > Templates and admin > System ...
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Jonathon Blakeley created an article,
Adding bank details for the agency bank account
If you pay by BACS, adding your agency bank account details to Alto is a requirement in order to allow future fee transfers to be sent to your business account. Until you do so, you'll be unable to...
- Jonathon Blakeley
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Jonathon Blakeley created an article,
Creating shared contact, property and tenancy groups
If you create a group of contacts, properties or tenancies via Properties, Contacts, or Tenancies on the main toolbar, they can't be seen by the entire branch or agency as they're set by default to...
- Jonathon Blakeley
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Jonathon Blakeley created an article,
How to fix table layouts
In Alto, when working with large, complex table layouts, they may occasionally break and display incorrectly. This may occur particularly in ASTs (Assured Shorthold Tenancies) and Terms of Business...
- Jonathon Blakeley
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Jonathon Blakeley created an article,
Bank reconciliation does not reconcile
When you reconcile your client bank account(s), you compare your Alto financial records against the records provided to you by your bank. A reconciliation helps you identify any unusual transactio...
- Jonathon Blakeley
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