Welcome Guest, you are in: Login

Thesaurus Technology Knowledge Base

Search the Knowledge Base »



RSS RSS

Navigation





Search the Knowledge Base
»

Using Tenant Shop in Universal

RSS
Modified on 2016/11/17 14:04 by Paul Categorized as Uncategorized

The Tenant Shop facility within Universal allows a 'New Lead' to be created, updated and promoted to a 'New Tenant' which can then be vacated.


Important: All information added or amended within this Tenant Shop window is only passed across to Tenant Shop and not stored within Universal.


How to add your Tenant Shop ID:


  • Go to Tools > Maintenance (System Settings) - You will need to be logged in as the Admin

  • Image


  • Select the System Settings tab, scroll down to Tenant Shop Id and replace blank with your unique ID followed by the Save button.

  • Image


    How to create a 'New Lead' record:


    • Find the appropriate tenancy then press the Tenant Shop button.

    • Image


    • Enter all the details you would like to transfer to Tenant Shop and press Create.

      Image


    • This message will appear if the details that Tenant Shop needs are left blank.

      Image


    • Enter all required details and press Create.

      Image


    • The following message will appear if the details have been added successfully.

      Image


    How to update a 'New Lead' record:


    • Details can be updated by pressing the Update button.

      Image


    How to promote a 'New Lead' record:


    • A Lead can be promoted to a New Tenant record by pressing the Promote button.

      Image
      Image


    How to vacate a 'New Tenant' record:


    • When the tenancy is due to end within two weeks or less a Vacate button will appear allowing the tenant to be converted from 'New Tenant' to 'Vacating Tenant'.

      Image


    • Additional details will need to be entered.

      Image


    • The following message will appear if the tenant has been successfully converted

      Image


    • Additional details added while vacating a tenant can be viewed on the Vacate Details tab

      Image

  Name Size
- 1.jpg 112.72 KB
- 10.jpg 116.03 KB
- 11.jpg 117.14 KB
- 12.jpg 116.54 KB
- 13.jpg 129.35 KB
- 14.jpg 107.72 KB
- 2.jpg 100.94 KB
- 3.jpg 101.15 KB
- 4.jpg 104.16 KB
- 5.jpg 101.33 KB
- 6.jpg 131.91 KB
- 7.jpg 132.68 KB
- 8.jpg 109.98 KB
- 9.jpg 129.97 KB
- ts0.jpg 400.99 KB
- ts00.jpg 120.41 KB
- ts1.jpg 352.75 KB
- ts10.jpg 114.67 KB
- ts2.jpg 122.56 KB
- ts3.jpg 120.23 KB
- ts4.jpg 121.01 KB
- ts5.jpg 114.09 KB
- ts6.jpg 127.31 KB
- ts7.jpg 126.69 KB
- ts8.jpg 114.55 KB
- ts9.jpg 122.05 KB