Chris Horroll
Articles
Recent activity by Chris Horroll
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Expire and delete Applicants
The Expiry Action allows you to expire blocks of Applicants based on their Required by dates on the Applicant, Requirements tab. The Required by date must be completed so the record can be identifi...
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How do reminder dates show on the Organiser?
The Organiser shows a list of reminders for items based on dates, so you can see items that are due, overdue or due today, such as for payments that need to be made, inspections to be carried out, ...
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How do I change the clearance period for different receipt types?
It's possible to set a number of clearance days for different receipt types, so when money is receipted such as a cheque, a certain number of days need to pass before the Landlord can be paid. Thes...
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Why can’t I Anonymise a record?
The steps below provide you with information on why you aren't able to Anonymise an Information record. This applies to Landlords, Applicants/Tenants, Contractors and Guarantors, to comply with GDP...
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How can I add new expense types for contractor invoices?
The steps below outline how you can add additional expense types in User Defaults, which can be selected when adding a contractors invoice. Click Defaults on the main toolbar Click User Defaults o...
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Can I Anonymise or delete records in bulk?
The steps below provide you with information on how to Anonymise Information records in bulk. This applies to Landlords, Applicants/Tenants, Contractors and Guarantors, to comply with GDPR legislat...
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How do I add default utility contractors?
If your agency often uses the same utility providers across many of the properties, such as the council and water company, you can add a default provider to User Defaults. Any utility provider set ...
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Can I recover and relocate redundant files for Anonymised records?
You can recover Anonymised records within the 7 day period of them being Anonymised by either: Recovering Anonymised records in Bulk Recovering Anonymised records individually During the 7 day p...
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How do I set up CFPwinMan to send emails?
The steps below show you where you can set up your default email provider to send email messages through CFPwinMan. This article includes: Set up your email provider and preferences Email program...
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How do I set up and send SMS text messages?
The steps below show you how you can set up an SMS provider in User Defaults, to send text messages to a contact. Through CFPwinMan, you will be able to: Identify which SMS providers integrate wit...
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