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neil.jowett

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Activity overview

Latest activity by neil.jowett

  • neil.jowett created an article,

    Changing a contact type

    You can quickly and easily change a contact from one type to another, i.e. where a solicitor has been mistakenly added as a Client. Click Contacts on the main navigation bar Select the relevant c...

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  • neil.jowett created an article,

    Changing the tenancy management

    You are able to change the Management Type of a lettings property to one of the following: Not Managed Part Managed Managed Unspecified Rent Collection Service Let Only To change the tenancy Manage...

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  • neil.jowett created an article,

    Changing the display address for a property

    In Alto, you can very easily change what the displayed property address is, on the internet and marketing materials, i.e. brochures and window cards. Click Properties on the main navigation bar S...

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  • neil.jowett created an article,

    Adding private viewing notes to a property

    On a Property record, you have the option to add viewing notes. These notes will only appear internally when booking a viewing appointment; i.e. they will not appear on portals.For more information...

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  • neil.jowett created an article,

    Marking a property as a repossession

    If a property is to be repossessed, you can mark it so, on the property record. Click Property on the main navigation bar Select the relevant property from Recent & Favourite PropertiesAlternative...

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  • neil.jowett created an article,

    Adding additional vendors to a property

    In Alto, you're able to add additional owners/vendors to a property. You can have up to four contact records in total as vendors of a property.  Note Before you follow the steps below, you must fi...

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  • neil.jowett created an article,

    Adding and removing sitting tenants in a property for sale

    On a property that is marketed for sale, you can add and remove sitting tenants. However, this is only possible on sales properties and not lettings properties. An example of the functionality avai...

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  • neil.jowett created an article,

    Removing or changing the owner of a property

    In Alto, you're able to add and remove owners (vendors and landlords) on a property record.  Note Before you follow the steps below, you must first ensure that any owners that are to be added, ha...

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    • Updated
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    • 1 vote
  • neil.jowett created an article,

    Progressing a vacating tenancy

    Alto can help you easily manage the progression of a tenancy, through the defined tasks that are to be followed, until such time as the vacation is finalised.For more information on Vacating a tena...

    • neil.jowett
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  • neil.jowett created an article,

    Progressing a tenancy renewal

    Alto can help you easily manage the progression of a tenancy, through the defined tasks that are to be followed, until such time as the tenancy has been renewed.For more information on Renewing or ...

    • neil.jowett
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