Add reminder
| When | User | Module | Action | Record | Changes | IP · Device |
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Property details
▶Contact types
▶Custom fields — Tenants drag to reorder
▶Custom fields — Vendors drag to reorder
▶Custom fields — Floor Info drag to reorder
▶Tenant Resources Portal
▶Tenants log in with their email address. Use the building notice below to post announcements visible on their home screen. Documents tagged to a tenant (or with no module tag) are automatically visible to them. All vendors are listed in their vendor directory.
Email notifications — Incident reports
▶When a tenant submits an incident report, an email is sent via EmailJS. Sign up at emailjs.com, create a service and template, then paste the credentials below.
Security
▶Force all currently logged-in users (except yourself) to be signed out immediately. They will be redirected to the login screen on their next action.
Key request form
▶Customize the tenant key request form. Edit labels, pricing, dropdown options, and which fields are required.
Move-in / move-out checklists
▶These are the default checklist items applied to every new tenant. You can still add or remove items per-tenant from the tenant record. Edit the label and note for each item.
SOP categories
▶Manage the categories used to organize SOPs. Rename or remove existing ones, or add new ones.
Tenant portal — buttons
▶Customize the quick-access buttons on the tenant portal homepage. Edit label, icon and color. Add or remove buttons as needed.
Tenant portal — building rules
▶This content appears in the Building Rules tab of the tenant portal. Supports rich text formatting.
Module icons & colors
▶Customize each module's icon and background color. Changes appear instantly in the sidebar and as a color band at the top of each module.
Custom fields — Building Systems drag to reorder
▶Add custom fields to the system edit form. Choose which section they appear in.
Secure folders
▶Create password-protected folders for sensitive documents. Each folder has its own password and per-user access controls.
Work Log — pay rates & locations
▶Set hourly pay rates for each maintenance member. Only contacts with "Maintenance member" checked will appear here.
Work Log — Google Sheets sync
▶Paste your Google Apps Script Web App URL below. Every submitted job will be automatically appended as a new row in your Google Sheet.
See the setup instructions in the CRM documentation for how to create the Apps Script.
Data backup
▶Export all your data as a JSON backup file, or restore from a previous backup.