All updates
Improvement
A property linked to a client is linked everywhere
Linking a property to a client links it everywhere at once: property sheet, rates, invoice and client portal. The “Repair links” button sorts out the properties whose sheet and rates do not name the same client.
A property's client used to be recorded in two places: in the “Client” cell of the property sheet, and in its rates, which are used for the invoice. The two could say different things. There is now a single link, written everywhere at the same time.
What changes for you
- Whether you link the property from the client's details (Finance › Clients, “Properties” button), from the property sheet or in “New property”, the same client appears everywhere: property sheet, rates, invoice and client portal.
- Changes made in Pricing (periods, suggested rates, import) also update the property sheet.
- Prices already set do not change. If a property changes client, the former client's period ends the day before: the history is kept, and the same prices continue for the new client.
- From the client's details, the software asks for confirmation before a property changes client or is detached.
- The number of properties shown for a client counts the same properties as their invoice and as Pricing.
- Your client finds all their properties in their client portal; they cannot change a property's client themselves.
- The list in the “Client” cell is always up to date, without the clients in the bin. A renamed client is renamed in the sheets of their properties.
“Repair links”
- In Finance › Clients, the “Repair links” button (administrators) lists the properties whose sheet and rates do not name the same client.
- For each one, you choose: invoice the client named on the sheet, write the client from the rates into the sheet, or change nothing.
- The software asks for confirmation before applying. If there is nothing to repair, it tells you.