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Report to show unsigned Rental Agreement +way to mark or Identify ID received

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Replies: 2 - Pages: 1 - Last Reply: Oct 19, 2020 4:50 PM by: Ken T
Autumn J
Registered: 4/20/20
Report to show unsigned Rental Agreement +way to mark or Identify ID received

It just spent an hour trying to find a quick way to determine if I had any missing rental agreements. There didn't seem to be a quick way to do this so I had to go through and check each booking to find three missing agreements. Am I missing something?

Also, we require ID and there is no way to quickly identify if this step has been completed. Could we add a field that could be manually marked and then searched or reported?

Thanks for your time.

Ken T
Registered: 8/7/19
Re: Report to show unsigned Rental Agreement +way to mark or Identify ID received

For the rental agreements, go to the main Bookings display, List view, and Filter for Signed Agreement = No. That'll get your your list.

For photo IDs, unfortunately at present we don't have a perfect way of doing this, but you could probably get something fairly OK by using Tags. Make a "Got ID" tag and tag the bookings that have it, so you can easily identify those that don't.

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