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Neil Jowett

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Articles

Recent activity by Neil Jowett

  • Archiving a contact

    You can easily archive a contact record so that it's hidden by default from future contact searches. Click Contacts on the main navigation bar Select the relevant contact from Recent & Favourite...

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  • 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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  • 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 Mana...

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  • 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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  • 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 f...

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  • Sticky notes on a tenancy

    Sticky notes in Alto are temporary notes, much like Post-it notes and you can add, amend, hide and remove them on a tenancy record. Unlike file notes in the Timeline, sticky notes are more prominen...

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  • Sticky notes on a contact

    Sticky notes in Alto are temporary notes, much like Post-it notes and you can add, amend, hide and remove them on a contact record. Unlike file notes in the Timeline, sticky notes are more prominen...

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  • Filtering a contact timeline

    You can easily filter the entire Timeline for a contact so that you can focus on specific event types that are of interest. Click Contacts on the main navigation bar Select the relevant contact ...

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  • Removing properties from the recent and favourite list

    You can very quickly and easily remove a property from your Recent & Favourite Properties list. Click Property on the main navigation bar On the Recent & Favourite Properties list, click the prop...

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  • Filtering a property timeline

    You can easily filter the entire Timeline for a property so that you can focus on specific event types that are of interest. Click Properties on the main navigation bar Select the relevant proper...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes