The procedure to re-activate a rent account is as follows:
- Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address
1.
- 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 (
).
- 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.
- Double-click on the specific agreement from which an account will be re-activated. The Agreement Details window is displayed.
- Click on Accounts. The Accounts tab is activated.
- Double-click on the specific account to be re-activated for future arrears actions. The Account Details window is displayed.
- Click on Actions. The Actions tab is activated.
- Click on Activate Account 3. The Activate Account window is displayed.
- Use the Activate comment field to add any contextual data that is relevant to the account having been re-activated for future arrears actions.
- Click on Confirm. The action to re-activate 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 Suspended accounts are automatically re-activated once the Suspend until date is reached.
See related topics...
Rents account action management overview
To suspend a rent account
To add an action to a rent account
To disable a rent account action
To add a rent account to a watch list
To define the user profile
Using the search facility
