Landlord Action Menu

As all records, the Landlord has its own Action Menu, available from the Right Click of the mouse or the white list icon at the top right hand side of the record.  

Save - This will Save the Landlord Record.  

Save Options - (1 on above image) 

Save and Flag - This will save the record and flag it in Red in your Navigation History 

Revert - This will revert to the last Save point.  

Last Contact - This updates the Landlord's last contacted date and will allow you to set a Next Contact date for you to keep on top of your call lists.  

Preferences - This will allow you to update the Landlords Consent Preferences.  See GDPR Consent. 

Change Branch - If you are part of a Multi Branch Firm you may have the option of changing the branch on this Landlord.  

Change Negotiator - You can also change the Negotiator on the Landlord.  

Outputs - (2 on above image)

Create Blank SMS Text - allows you to create a blank text message to your Landlord.  

Create Letter / E-Mail / SMS - will take you to the Template Grid to use any of your Letter/Email/SMS templates 

Quick Message - This will send an internal Quick Message to a chosen colleague with the Landlord Record attached.  

Data Management - (3 on above image) 

Delete Landlord  - This allows you to delete the Landlord Record - please see GDPR Deletions for more information 

Subject Access Request  - If a Landlord requests all the personal information you hold on them, you can do this from here  - please see GDPR Subject Access Request for more information (COMING SOON!) 

Portability Request  - If a Landlord requests a .csv format of the data you hold on them, you can do this from here - please see GDPR Data Portability for more information (COMING SOON!) 

Send Landlord Portal Email - Please see Landlord Portal Configuration & Usage for more information

Open Landlord Portal - Please see Landlord Portal Configuration & Usage for more information

Financial - (4 on above image) 

If you are using Lettings Finance there is a lot of options under the Finance menu.  Please see Lettings Financials - The Basics and Lettings Financials - Advanced for more information. 

Add Sticky Note - You can add a virtual Post-It note to all records within Expert Agent.  Please see Sticky Notes for more information.