During the course of a tenancy there are numerous events that occur that require a response. The more automated these respos=nses the more efficient your management.An event occurs when a certain set of conditions are met. When it happens, it triggers an automatic action on your behalf. The action is either a communication, a task or a combination of the two.
Go to Settings > Manage automated events
Events are listed under their relevant groups. Within each grouping there will be the Events > Actions. This article is linked to adding actions to the event
This can be achieved by the creation of manual events. Conditions must be met which include time as a condition to create the event and trigger the action. Remember, you must be very specific with your conditions, otherwise Arthur will trigger actions for things you weren’t expecting. This article is linked to understanding manual events
Add the event and the conditions for the event to run
Add the conditions e.g on creation
Add the conditions e.g timed event based on days. Only use (need to add manually and leave a space between x and days)
Add the conditions e.g timed event based on minutes.
The action will run as determined by the conditions set above.
The action can be:
Select Tenancies>Tenancy Status set to Perspective>Add Action
Decide whether your action is a task or a communication or both
** To bring up a list of variables right click within the field
(Continue scrolling down the page after email body to see)
7. Include summary – Leave blank
8. Success text – This is the text you will see in the top right hand corner of your screen that if it has been sent successfully
9. Failed text – This is the text you will see in the top right hand corner of your screen if it has failed to send
The event this was added to was ‘tenancy status set to prospective’. Now when you add a prospective tenancy you will have the option to run the task and send an email at the bottom. When adding a tenancy, actions will be located on the fourth stage.
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