Can I add a warning message to appear when adding a new Tenancy?

Zenya Allen
Zenya Allen
  • Updated

If you wish, you can set one of your Landlord Notes fields to appear as a pop up warning message when you're adding a new tenancy, such as for a special condition reminder.

This article includes: 

Choose a Landlord Notes box

On the Landlord record, choose one of the Notes boxes which you want to record the special instruction information and make a note of the Notes box number, with 1 being the top of the column, and 2, 3, or 4 being the bottom of the column.

When you have completed the setup in User Defaults, this is the Notes box in which you will add the special instructions. 

Any instructions typed into this Notes box on the Landlord Information will appear each time you click Create a Tenancy, for this Landlord.


Set up the Notes in User Defaults


You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

In User Defaults, you will need to set up the special instruction reminder notes box.
For more information on
How do I edit headers and set reminders of a notes box, click here

Create a new tenancy

When you are on an Applicant record and click Create a Tenancy, and then choose the relevant Property, the Notes field will pop up on screen on a yellow post it note.