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Fixing Payment Due Date.
We had a tenant who wanted to store for just one month. We did it as a an "anniversary" instead of a "first-of-month". They then decided to stay month-to-month until otherwise. His payment is thrown off with all the other units. Is there a way to fix this so he gets on the "first-of-month" option like everyone else? Thank…
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JULY 2018 POLL: What is your favorite SiteLink feature?
What is your favorite SiteLink feature?
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When issuing a Credit, where can I give the Reason why?
When issuing a credit in a tenant's ledger, why am I not prompted to give a reason why the credit is being issued? When doing an Administrative Adjustment, you are prompted to give a reason why. I feel Sudden-link should require the same for a Credit issued. I know I can type the reason in notes, but I would like it…
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SiteLink Training
Hello, I was wondering if SiteLink has some type of training software for new employees to practice in (aside from training videos). To really understand how SiteLink works requires hands-on. I think it would be cool to have some type of training system that lets new employees do fake move-ins, move-outs, payments, etc.…
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Customer Relationship Management
Hi, I'm a big fan of sitelink software and overall think it's a great product. I'm just curious if there are any plans in the works to improve the customer relationship management aspect of sitelink? In particular, I'm referring to the notes section and documenting correspondence with customers. I realize there is an…
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Reverse Overlock Is Broken.
Since the last update the option under the reminders section for Reverse Overlock does not seem to be working. When you click to open up the new tab and reverse the tenants overlock, nothing appears. You have to manually go into the tenants account and under ledger settings to reverse the overlock. It isn't that big of a…
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Applying credit to Security Deposit
I have a tenant that transferred to another facility. Instead of issuing a refund check I am going to apply a credit. However I remember a time that a tenant vacated then came back 24 hours later and said he changed his mind. Since I hadn't issued the refund check I moved them back in and applied a credit towards the…
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30 day notices and refunds
The question of the day! LOL I tried calling support and I struggled to understand the lady and I don't think she was understanding what my question was. So I'm hoping someone can help me here and kind of give me step by step instructions. NOTE: We currently do all our book keeping, ledgers ..EVERYTHING by hand. Currently…
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Year Invoicing
Hi Everyone! So, I have a lot of customers who pay yearly. So far, for the past (almost) year that I have been running SiteLink at my facility, I have been creating their invoices manually because I haven't figured out how to have a yearly invoice automatically generated. Any tips on this would be greatly appreciated. :)…
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Year Invoicing
Hi Everyone! So, I have a lot of customers who pay yearly. So far, for the past (almost) year that I have been running SiteLink at my facility, I have been creating their invoices manually because I haven't figured out how to have a yearly invoice automatically generated. Any tips on this would be greatly appreciated. :)…
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Verbiage
The biggest obstacle so far for our company has been trying to figure out the difference in meaning of words on Sitelink. For example, our practice has always been to call an over payment a "credit". A credit for us is anytime a tenant makes a payment OVER their total due or when an error has been found on their ledger and…
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Has anyone found a good weed Killer?
In this 100 humid weather the weeds are being very invasive, they seem to be immune to Round-up and most over the counter weed controllers. My sidewalk could be a garden.
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DO YOU HAVE A SEPARATE LEASE FOR BOAT AND RV STORAGE
We are expanding to have rv and boat storage.. we are in California, DO YOU "DO A SEPARATE TYPE LEASE FOR RV & BOAT" OR DO THE SAME LEASE AS THE STORAGE UNITS.
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Making a Form SMS Available
I noticed that some forms in SiteLink are available to use with SMS and others are not. What is the deciding factor on which forms can be used with the SMS system and which are not available?
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Renting a unit for just 1 month
We are rolling out Sitelink at our first location and currently everything is done old school by hand with ledgers. Rental is a month to month with a minimum of 30 days. Currently if a tenant will only be with us for a month or less, we will take the day they rented and count 30 days. i.e Tenant moves in 6/11/18, we charge…
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Modify units, must add note
I understand why when I take a unit "off line" for service or a vendor to use I have to make a unit note, however when I bring a unit back on line the system requires me to note it. This is kind of a pain because then I have to go back in and remove the note. I do the maintenance for 3 properties right now and it is a bit…
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Take a one time ACH payment
We are new to sitelink and i was wondering if there was a way to take a one time ACH payment from a customer? I have done ACH payments for customers who have it on auto bill.
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Management Summary
Is there a file that explains the Management Summary Report? I need to understand what "other" is under Payment Receipts.
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Correcting or deleting Predictive Text
When I'm entering information into the tenant primary info area for a move in, the predictive text in some areas, like City, is incorrect...spelled wrong...How can I remove that out of the Predictive text box?
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Form Category
How do you change the category that a letter or form is in? My rental increase letter is under the collections category so when I email it to someone the verbiage is in correct.
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Thinking cap question - want to track referrals in Sitelink
I want to track referrals directly in sitelink and am thinking of ways to accomplish this. My current best workaround is to use a tenant field that is largely unused and substituting the referrer name in there. For instance, put the reference name in the "Additional phone"... which I could then reference with…
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Refund to credit
How can you take an insurance refund or even a deposit refund and put it as credit for a tenant?
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Voting for the 2018 Inside Self Storage Best of Business Award is now open
Polls are now open! We’re asking for your help to make SiteLink the "Best Management Software" in the industry for the 8th straight year! If you also appreciate the outstanding service you receive from our customer support staff, please cast a vote for "Best Tech Support." We would also be delighted with a vote for…