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NOVEMBER 2017 POLL: How often do you perform a Daily Close?
How often do you perform a Daily Close?
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ACH reversal
Is there a reversal process on ACH payment if the mistake is caught before end of day is ran? It's a time consuming process to call our merchant to have them reverse it.
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EXIT SURVEY
I have used the Exit Survey in CRM before years ago but found it cumbersome to find the actual completed surveys, so I stopped using it. I'd like to start again but have a few questions. I see it in my Form Setup and in the CRM; however, where is the actual survey? Can I edit the survey? Is there an easy way to find the…
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Discussion Moved: SiteLink Certified Professional Training and Development Program
This discussion has been moved.
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New tenant multi unit move in
I cant seem to find any way to move a new tenant into 2 or more units without having to charge the cc more than one time. The only way i can seem to do this is to rent them 1 unit, charge the card then add another unit and run the card again. any ideas on how to do this or if it can even be done? Thanks
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Sitelink Print OR E-Sign Option
For facilities that use E-sign.. How do you deal with older customers who demand signing a paper lease and are not comfortable with electronically signing? We use bluemoon leases through the TXXSA to comply with Texas State laws. We have ours set to E-sign, but I wish there was an option to have it set to E-Sign, Or Print…
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Emails
Is there a way to pull up all the emails recorded in sitelink to send one email to all my tenants?
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Search for check or money order payments
In Sitelink stand alone, you can search for a check number in the NSF adjustment screen. How can you do that in web edition? There has been times were a money order or check has credited to a wrong account and we do not find out about the possible error for a month or so.
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Updating forms in SiteLink
I'm updating some forms in SiteLink, specifically putting in a new lease. I've been given the form in Microsoft Word - it has a 4 frame table on the first page (looks good - very neat). I converted the MS Word format to Rich Text Format (RTF) to be put in SiteLink. When viewing the new RTF form, it looks the same, but when…
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Suggestion to Sitelink Regarding Notes
Sitelink I'd like to be able to Flag an outgoing Email as a Collection Note. When sending an email in sitelink under notes it doesn't show we have made any collections calls under our Manangement Summary. I have to copy & paste that I sent an email to show up on our Manangement Summary. Any Suggestion?
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Charity Storage and Sitelink
I just completed my first Charity Storage auction using SiteLink, and I am not sure what to do. :/ Does anyone have a process, start to finish, for using SiteLink with Charity Storage? We haven't developed a process yet, and any ideas or feedback from the community would be greatly appreciated. Thank you.
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Reverse NSF from same day.
Had an overseas tenant call to make a payment and to notify us that the checks coming in from a bank were not valid. Saw that our other employee took a check payment today so I just did an nsf to get the rent back to this month and took a credit card payment. We shredded the invalid check and when I noticed my error about…
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credited rent from first day of the month moved out units
it´s first day of the month and got to sign off or move out from system vacated units. is there any way that credited rent doesn´t go as a bad debt increasing concession?
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HALLOWEEN COUNTDOWN!
DOES ANYONE HAVE ANY PLANS??
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Sitelink Financial Reports
Hello everybody- So right now I have been using Sitelink since 2012 and I'm pretty familiar with the platform. However I was wondering if anyone knew if there was a financial report that shows new rental income on a monthly basis? If you have that information please let me know where I can get that report from. Thank you!…
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Writing off bad debts
Is there any way to UNwrite off bad debts? Like when they come in to pay their balance long after it's been written off?
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Facility Units
What is the best way to enter units into SiteLink that the facility is using? It is units we are using for things like maintenance and extra supplies. I was wondering what most facilities do and what is the best way to enter into the system?