Report to show unsigned Rental Agreement +way to mark or Identify ID received
|
Autumn J
Registered: 4/20/20
|
Report to show unsigned Rental Agreement +way to mark or Identify ID received
Oct 19, 2020 4:24 PM
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
Oct 19, 2020 4:50 PM
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. |