REMINDER OPTIONS:

On/Off: This section will determine what you see on your screen. If you place a checkmark in front of the any of the selections, each time that you enter the Tenant File program, the information will display. First, there are 2 types of reminders - the 'To Do' and the 'Action', as explained below:

To Do Reminders - These are items that require a specific action in the future, such as calling a Tenant or Owner, making a payment, making a repair, or any other 'To Do' item. You should enter the date you entered the reminder as the 'Entry Date' and the date of the action to take place as the 'Action Date'. You are free to add, edit, and delete these ‘Reminders’ from this screen. You can also create the ‘To Do’ from the information screen of any of your Owner, Property, Unit, or Tenant Ledgers along within your ‘Vendor File’. If this ‘Reminder’ is related to a specific Owner, Property, Unit, Tenant, or Vendor, you select the correct choice for a dropdown list under the 'Post To' headings.

Event Reminders - These are items that you might want to keep a log of when they have occurred or when they are to occur. An example would be an incident with a Tenant, a meeting with an Owner, or something similar. You can even remind yourself of important dates, such as birthdays, renewals, or personal events. You should enter the date you entered the reminder as the 'Entry Date' and the date of the action to take place as the 'Action Date'. You are free to add, edit, and delete these ‘Reminders’ from this screen. You can also create the ‘Event’ from the information screen of any of your Owner, Property, Unit, or Tenant Ledgers along within your ‘Vendor File’. If this reminder is related to a specific Owner, Property, Unit, Tenant, or Vendor, you select the correct choice for a dropdown list under the 'Post To' headings.

Next, you can be reminded of other events related to your property management. This information is gathered from the Tenant File database and cannot be edited here.

Tenant Rent Due: If any Tenant has an outstanding balance due, it will be displayed here.

Leases Expired: When this is selected, you will be shown an additional area at the bottom of the screen where you can set the date range of all expired leases to be shown.

Due to Owners: When selected, this will show any payments due to Owners. An amount here means that the Owner will have an overall credit in his/her account. It does not take into account the Owner’s minimum balance field.

Due from Owners: When selected, this will show any Owners that have balances due to you. This means that the overall Owner balance will be in the red, and additional money is required from the Owner to you.

Show Reminders prior to Action date: This will determine how many ‘Reminders’ you see on the screen. When you enter a ‘Reminder’, the 'Action Date' is the date you are reminding yourself that some action is to take place. For example, if you wanted to call a tenant next week, the ‘Action Date’

would be set for the date you want to make the call. If the ‘Show Reminders prior to Action date’

setting is for 3 days, the Tenant File will start showing that particular reminder three days prior to the call date. If you want to see all of your reminders with an ‘Action Date’ of the current day, set the setting to 0. To see all reminders, click the ‘Show All’ button. The number in the box will be saved from each session.

Delete Reminders: You will want to remove out-dated ‘To Do’ or ‘Event’ reminders from time to time. You can click on the ‘Record Selector’ button for the reminder that you want to delete and press your ‘Delete’ key (on your keyboard) to remove individual reminders. To delete multiple reminders, you may choose to use this selection. Based on the 'Action Date' range that you enter, this will delete all ‘Reminders’ between and including the dates you specify. Below the dates, you can mark whether to delete only 'To Do' reminders, 'Event' reminders, or both. (Once you click OK to delete, it cannot be reversed).

The more choices that you select, the less room you will have for each choice, however, a scroll bar will appear at the right of each section for you to view all of the information. If you 'deselect' all of the choices, the Reminder System will be turned off until you select one of the items, and will not show when the Tenant File is loaded.

SCHEDULER

The Tenant File Scheduler, found under ‘Miscellaneous’ and then ‘Scheduler’, allows you to quickly enter and display important dates, such as repair dates, open houses, or booking dates for a reservation system.