Email Reminders for Rent Review and Lease Ends
This feaure enables you to send email reminders when a rent review is due or a lease that is ending so that you can manage my rent reviews and leases.
Configure Your Reminders
From the Admin > General Settings > Email tab:
For rent review reminders, tick Email Rent Review Reminder to: and select the user who should receive the reminder.
For lease end reminders, tick Email Lease End Reminder to: and select the user who should receive the reminder.
Configure Your Templates
From the Admin > Document Templates > Reminders And Statements Of Account section > select Lease End Reminder/Rent Review Reminder > click Edit > Edit Body Of Document > add the relevat merge fields.
The following merge fields are available on both templates:
- Contact name <<TenantCompanyName>>
- The contact First Name and Last Name
- Contact phone <<TenantAvailablePhone>>
- The phone number will be the first available contact number displayed in the contact details window.
- Full property address <<PropertyPropertyName>>
- Passing rent amount <<LeaseAnnualAmount>>
The following merge field is available on the Lease End Reminder template:
- Tenant’s current outstanding balance <<TotalDue>>
The following merge field is available on the Rent Review Reminder template:
- Rent review date <<LeaseRentReviewDate>>
Reminder Days in Advance
The reminders generate based on the relevant reminder days specified on the lease.
Lease End Reminder
Rent Review Reminder
Generate Email Reminders
From the To Do List
Select Run Selected Actions or Complete Selected Actions to generate an reminder email and stamp the History.
From the Reminders Window
Click Cancel & Complete Reminder to generate an reminder email and stamp the History.
Introduced in version 2019.9.27.6539 on 21/11/2019
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