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Chris Horroll

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Articles

Recent activity by Chris Horroll

  • Section S153, S156 & S166 notices

    CFPwinMan.SDB has the ability to print Section 153, 158 and 166 legal notices. Outlined below you'll find a list of the merge fields available in CFPwinMan.SDB for S166 Notices. The Section notices...

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  • How do I transfer money from a reserve account in the Service charge module?

    If you are holding money in the Reserve Funds Account, part or all of these funds can be moved to another account such as the Management Company. This article includes:  Reduce the amount in the R...

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  • "An agency fees window is currently open, updating wont be possible" message

    If you have tried to access Pay Agency Fees and a message appears notifying you, "an agency fees window is currently open, updating wont be possible", you can clear this message in User Defaults. ...

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  • How can I report on contact’s consent preferences

    You're able to generate a report which you can Print, Preview or send as an email, to all your contacts that have a specific Consent Status. These include: Consented - Green thumbs up which means...

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  • Why are a Tenancy and unit not appearing on the schedule?

    If a Leaseholder is not appearing on the Schedule Allocation, make sure they are ticked as the Active Tenancy on the Tenancy Information screen. Double click Tenancies from the side menu Search...

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  • How do I add or change match criteria on a property?

    The steps below outline how you can add new dropdown options and edit existing match criteria, to the matching categories and bullet points of the Property Information, Details tab. This also inclu...

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  • Can I remove the consent preference link for correspondence for contractors and guarantors?

    It's possible to remove the Consent Preferences link from all emails being sent to Contractors and Guarantors.  Note You will need access to User Defaults, to edit your default settings. These ca...

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  • How can I record a reminder for holding deposit dates?

    If you take a holding deposit from an Applicant, you might wish to set reminder dates to ensure the Tenant agreement is entered or the holding deposit refunded, within the correct timeframe.    B...

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  • How to post Service charge credits from another agency

    If you have taken over a Service charge account from another company, the balance of the Management Company bank account will need to be added as an Opening Balance in CFPwinMan so it balances with...

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  • Can I have a spell check for property descriptions?

    It's possible to use a spell checker for descriptions on the Property Information. This feature is switched on in User Defaults. This article includes:  User Defaults settings for spell checker Us...

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