How to use a Timeline and write notes?January 30, 2018
We forget things all the time, it is our human nature. We try not to, but unfortunately we forget that too (well, if you are not a robot). TenantCloud has a solution! Instead yellow sticky notes, keep important information about your tenants in electronic notes. It’s really easy and secure to store such notes in your TenantCloud account.
Why do you need notes
For those little things you want to remember for later about a tenant. For example maybe a tenant just had a baby and you want to remember to check up on them or maybe the bad stuff like one promised to pay you in two weeks and you need to remember to check that they paid. Or just make a note about a specific tenant’s lease or their activity. These are all reasons to add a note about lease in a timeline and then have it at our fingertips for later.
How to make them
To access the tenant’s timeline, go to the tenant’s profile and press “Timeline” in the upper-right corner. Here you can view the tenant’s activity and attached to the application files.
If there are any important files which should go together with a note, add them as attachments. Also, you can edit existing notes and remove useless ones from the Timeline.
Add notes right in the timeline.
You can also create more formal notice templates and send them to your tenants. For this, open Notices Templates from your Setting menu. Then, click on + add notice icon.
It is easier to create a template and send it to tenants as a note.
For instance if you have a tenant that is overdue on rent you can now just send them a note with one click. The note will be based on a template you created. The notice will be self populated for the tenants custom address and more.
The process of creating a notice template is really simple, as we provide you with a list of auto fill elements. Just insert the suitable ones, type in text and press Save button. Whoa! Only a couple minutes and you have a complete template you can then use in seconds for the future, which makes your life easier.
Want to make changes to the already created notice template? There is no need to begin from the scratch - edit the existed one.
Some of the templates became useless? Just remove them.
Keep your account clean.