Bulk Updates - Recorded Webinar

Bulk Updates - Recorded Webinar

Want to learn more about Property Tree’s Bulk functionality for your Ownership Statement Styles when required and bulk select the way in which to send your Ownership Statement and Income & Expenditure Reports and Bulk Tag Updates for Ownership, Property, Tenancy and Creditors? This webinar will cover all this and more.

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About this course

What will we cover?  

-    Ownership Statement Styles 

-    Tenancy Auto Email Receipt and Invoices Options

-    Ownership Statement and Income & Expenditure Report sent by options

-    Bulk Updating Reporting

-    Communications Reassignment

-    Ownership, Property, Tenancy and Creditor Bulk Tag Updates

-    Records By-Passed due to Conflict –depending on the Tag rules applied and usually when you Add or Remove a tag

-    Bulk Update Audit
 
 

Curriculum

  • Bulk Updates Webinar
  • Survey

About this course

What will we cover?  

-    Ownership Statement Styles 

-    Tenancy Auto Email Receipt and Invoices Options

-    Ownership Statement and Income & Expenditure Report sent by options

-    Bulk Updating Reporting

-    Communications Reassignment

-    Ownership, Property, Tenancy and Creditor Bulk Tag Updates

-    Records By-Passed due to Conflict –depending on the Tag rules applied and usually when you Add or Remove a tag

-    Bulk Update Audit
 
 

Curriculum

  • Bulk Updates Webinar
  • Survey