To suspend a rent account

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The procedure to suspend 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 from which an account will be suspended. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Double-click on the specific account to be temporarily suspended from further arrears actions. The Account Details window is displayed.
  7. Click on Actions. The Actions tab is activated.
  8. Click on Suspend Account. The Suspend Account window is displayed.
  9. Enter the Suspend until date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date up to which the account will be suspended from further arrears actions 3.
  10. Use the Suspend comment field to add any contextual data that is relevant to the account having been temporarily suspended from further arrears actions.
  11. Click on Save. The action to suspend 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 The account will be automatically re-activated once the Suspend until date is reached.


See related topics...

Rents account action management overview

To re-activate 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