This feature allows you to access a range of common actions relating to the selected property, tenant, landlord, etc, that you are viewing. This is super handy for reception, admin, and other users needing quick access to parts of the platform.
Click on the Pink Common Actions button at the top of the client/property card in the Client Hub screen. Hover over the actions in the list, and select an option.
Note: This example shows information relating to our new Payment Platform. If your office hasn't registered to onboard the payment platform yet, get in touch with your Customer Success Manager or have your Principal or HOD fill out this form to start using these exciting features now!
Tenant common actions:
Landlord common actions:
Property common actions: