Properties List

From My Summary screen, select the properties list.

Manage User Groups Action for a Specific Property

From the Property List, select ‘manage user groups’ action for the property.

Lease Action for a Specific User Group

From the user groups list, select the lease action. This action enables leases to be created and edited for the particular lease tenant or employee group at the specific property.

Create/Edit Lease screen

Record details on the lease screen. The date provided will be used to schedule advance notifications.

The time of the lease expiration is 11:59PM of the day selected. Required fields are indicated by red triangles: 

Note:  whenever information is changed, be sure to press the Submit button to save changes before assigning contacts and notification.  Otherwise, the changes may not be retained. Also, make sure that the date is the correct future date.

Press Submit button on the lease screen to save the lease.

From the User Groups list, select the lease action again. Press Contacts button to assign contacts and notification.

Assign Contacts Window

Click the contacts button on the lease screen to bring up the contacts and notifications settings.

Notifications can be set for all types of contacts: Staff, Vendor, User Groups, and Property.

Select the type to change the list shown.

When the contacts are shown, click them to highlight and press the Add -> button to move contacts from the Available box to the Assigned box. The Send Message button is grayed out until contacts are selected.

In the Notifications Settings box, select Days Before, Weeks Before, or Hours Before and the Notification lead time, for example: 91 days before; 13 weeks before; or 2184 hours. If Days Before or Weeks Before are selected, the notification will be sent at 11:59 PM on the specified date.

When contacts are assigned and Notification Settings selected, press Save to schedule the notification. Send Message can be used to test the contact settings by sending a message immediately.

The message will be sent at the time set in the Notification Settings— so long as users have not disabled notifications for lease expirations on their own contact settings.

The message has this format:

Subject: Lease Expiration: Greenwood Branch – Jones Insurance

Lease Expiration: Greenwood Branch – Jones Insurance