To add a court application to a rent account

The procedure to add a court application to a rent account is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the specific agreement against which a court application is being served on the account. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account against which a court application is being served. The Account Details window is displayed.
7. Click on Actions. The Actions tab is activated.
8. Click on New Action. The New Action window is displayed.
9. Using the Action drop-down field, select the Court Application parameter value i.e. the action to be linked to the account 3.
10. Enter the Action date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the court application is served.
11. Use the Action notes field to add any contextual information that is relevant to a court application having been served on the account.
12. Select the Court location for the hearing using the spy-glass icon (). The Address Search window is displayed.
13. Enter sufficient address details into the search fields provided and click on Search. The Select Address window is displayed, returning all possible matches.
14. Double-click the row containing the exact record match or use Refine Search to enter different criteria. Alternatively, click on New Address to create a new address for the court hearing, not previously held.
15. Complete all additional fields associated with the Court Application action type. An explanation of each available field is summarised in the table below.
16. Click on Confirm. The action to serve a court application on the rent account appears as a new entry in the Actions summary table.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only actions matching the arrears policy linked to the account will be available for selection.

See related topics...

Rents account action management overview

To disable a rent account court application

To serve notice on a rent account

To serve an eviction order on a rent account

To define the user profile

Using the search facility