Add a warning banner to information records

The steps below outline how you can add a warning banner to certain information records, associated with a specific status type. 

The On Hold Status allows you to add a warning banner that displays like this:

The Tenancy Information banner 

The Property Information banner

The Landlord Information banner

This article includes: 

• Locating the status for the banner
• Adding the warning banner details

Locating the status for the banner

1. Click Defaults on the main toolbar
2. Click User Defaults from the dropdown menu
3. In the Standard tab, click Status/Type to display Status Definitions
   
   1. If you wish to add a new Status, you can do
      For more information on How do I add a new status, click here
   2. Select Tenancy on the side menu
   3. Tick the On Hold column of the Status you want the banner to appear
   4. Click on the button with the 3 dots to open the On Hold Status Details

Adding the warning banner details

1. Click Defaults on the main toolbar
2. Click User Defaults from the dropdown menu
3. In the Standard tab, click Status/Type to display Status Definitions
4. Click on the button with the 3 dots to open the On Hold Status Details
5. Tick Display warning banner on all associated records
6. Add the Warning Text that you wish to appear on the Information records
7. Click Close

All records with this Status will appear with the warning banner.