To disable a rent account action

The procedure to disable a rent account action 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 an account action will be disabled. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account against which an action will be disabled. The Account Details window is displayed.
7. Click on Actions. The Actions tab is activated.
8. Select the row in the Actions summary table matching the action to be disabled.
9. Click on Disable Action. The Disable action window is displayed.
10. Using the Disable reason drop-down field, select a parameter value to qualify the circumstances surrounding the action being disabled e.g. Record added in error.
11. Use the Disable comment field to add any contextual data that is relevant to the action being disabled.
12. Click on Confirm. The disabled action is cleared from the Actions summary table.
13. Click on Save 3.

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 To uphold system integrity, arrears actions can only be disabled and not deleted.

See related topics...

Rents account action management overview

To add an action to a rent account

To disable a rent account notice

To disable a rent account court application

To disable a rent account eviction order

To define the user profile

Using the search facility