To view key actions on a rent account

The procedure to view key actions on 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 key actions have been added to an 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 key actions have been added. The Account Details window is displayed.
7. Click on Actions. The Actions tab is activated.
8. Click on Key Actions. The rows displayed in the Actions summary table are filtered to show only key actions applied to the account and the operation button reverts to All Actions 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 return to the default view, with all action types displayed, click on All Actions; the operation button reverts back to Key Actions.

See related topics...

Rents account action management overview

To add an action to a rent account

To view the action history for a rent account

To define the user profile

Using the search facility