Setting Default Lettings Milestones/ Checklist Items
Within the pre-tenancy section of Rezi, you have different checklist items that correspond to the tab you are on and that you are able to alter to suit your individual agency needs.
- Agreement
- Money
- Tenant
- Landlord
- Property
ALTERING THE DEFAULT LIST
Firstly you will need to go to the pre-tenancy page of a property on the system that you want this new list to appear on.
Next, go to the checklist that you want to edit, for example, the checklist on the Agreement tab
To remove any items that you do not want on the default list using the trash can icon and to add any items you want in the text box and then press the + to add them into the list
Once you have the list as you want it, the next step is to press the cog symbol next to the "checklist items" heading and select the option to save it as a default checklist
Once you have pressed this you will be asked to confirm the save, please be certain about the list as we would not be able to undo this change.
Your changes will now have been saved for that checklist and will appear for any future pre-tenancy pages created on your properties.
Currently, the sales progression milestones will need to be altered by Dezrez Support. If you need these altered please raise a case to us by visiting https://my.dezrez.co.uk/
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