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Inquiries & Reservations - old note access?
Maybe I'm missing something but curious if there is a way to pull up notes from an old inquiry? Quick explanation, had a man come in to inquire about storage, was a "p.i.t.a.". My co-worker said his name sounded familiar so I searched his phone # in my inquiries screen and nothing was found even with all leads…
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Rate Increase Letter
How do I change the days from 38 to 30 on when a rate increase letter is printed?
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Exempt Report
Is there a report I can run to see who is exempt from late events? I need to keep track of these somehow.
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How do you remove recurring events from your Calendar?
Is there an easy way to remove recurring events on the calendar? We no longer need reminders for some of our moved-out tenants.
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AVS matches and mismatches
Why is it important to have the AVS match? I'm asking this for a fellow co-worker who doesn't seem to understand the importance of this and I'm hoping by seeing others responses this will help. Thank you for your input.
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Credit Account
How do you Credit a Customers Account on the new WebEdition??
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A customer overpaid at call center with a credit card. How do I correct this?
This is a great question from @Joyce, reposted from another category thread.
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Which reports do you use for audits?
Do you use certain reports for audits? What works for you?
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Voting is now closed for the ISS 2017 Best of Business Awards
Voting for the Inside Self Storage Best of Business Award is open and we are asking for your help to make SiteLink the "Best Management Software" in the industry for the 7th straight year and to attain the "Best Tech Support" award this year in honor of our outstanding support staff. We would also be delighted with a vote…
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Sitelink map printing
Does anyone else struggle with printing a sitelink map to be the right scale? We will zoom in to where it fills up the screen which we think would fill the page only to have it print and leave half the page blank as it scales differently printing than it shows on screen. It then becomes a tinkerfest of zooming in/out to…
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How to Print & E-mail Rent Increase Letters?
I'm about to send out about 200 rent increase letters. But, unlike sending out the other letters, Sitelink is not providing a custom option to include both e-mail and print. It's strictly either/or. Any suggestions? I'd like to avoid having to go back and reprint the letters one by one after I have sent them out via e-mail.
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User names
How do I change user name on the forum?
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Merging vacant units
Is there a way to merge vacant units together? For instance, I have two 10x10 units that I want to make a 10x20 for a customer. I want one of the units to be the primary unit number and the other to become unavailable in the system.
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Waiting List
We have quite a few people who are waiting for a certain size unit rather than a specific unit. How do other Sitelink properties keep track on their waiting lists without using Excel or handwriting it on their vacant spaces list?
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Divorcing Spouses
Recently I have had issues come up with couples who are divorced and squabbling over the rights to the unit they rented. Our lease only allows one persons name as the main renter. The other person is listed as an authorized person to have access. On some occasions the renter does not list the spouse-so then they have to…
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Rent Increase Letter-Days Before
My boss was trying to find in Sitelink where to set the number of days you want a rent increase letter to print out before it is to take effect. Since this one is above my pay grade (security level restriction), I was wondering if one of the SMD gurus B) could help me out here.
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Rules and Regulations for Electricity as well as for Use of Hand Trucks
Does anyone have sample verbiage of rules and regulations for units that have electricity? And rules and regulations for tenant use of hand trucks?
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keyword
Where and/or how do I change th information that comes up when I use the Keyword keyword <Invoice.specialNote>
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Have you exported any reports to EXCEL?
What additional info is most important to you when you do?
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Corporate Control Report pulling
Maybe I'm missing it but is there a way to pull multiple date ranges for the same report in one go without having to pull, set new dates, pull again? I know if I'm pulling multiple types of reports I can set them all and let them run in the background. I'm wanting to pull multiple months worth of management summaries to…
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Do you use roll-up or or custom reports in Corporate Control Center?
Add your thoughts here on custom reports....
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Exit surveys
Do you have a success story using Exit Surveys for tenants who move out?
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Increase Cashflow
Promo video can be viewed at: https://youtu.be/SliwipOJhJc
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Following up on a case number
This important question recently was emailed to our sales team. It brings up the subject of case numbers and how they're used by SiteLink tech support: I am trying to get status on a case# from July 3, 2017. Our customer cannot use his code - our gate system says the unit does not exist. The unit does exist in SiteLink but…
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Sitelink question
Hello everyone, we have 6 locations, is there a way to make a pop up note in each of our systems so that if someone was auctioned off at location 1, that they are not able to rent at location 3? Just had that happen today at 2 of our stores, lady moved into 3 and wanted move in truck which is at 1, when she called 1 to…
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Batching Units after they are already moved in
For the life of me I know I have done this before but can't find out where I did it. I have a tenant who is in 2 separate units. When an employee moved him in to the 2nd unit she did not batch them. How can I batch these 2 units together so when I take a payment I don't have to run them separately?
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24 Hour Access
My general/"business" hours for customer access are 0600-2200 7 days a week. One of my assistant managers moved someone in on my off day a couple months ago, and had attempted to set him up for the 24 hour access optoin in Sitelink, as he is a police officer. I also have another customer that recently wanted temporary 24…
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Scheduled Move-Out's on Map
On the SiteLink Map, has there been any consideration (for the orange Scheduled Move-Out's) to add something to show that a Scheduled Move-Out is also Reserved? This would really help us know that certain Scheduled Move-Out's are also Reserved without having to check the Inquiries and Reservations.
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Including the "red note" from payment screen into collection screen?
Is there a possibility of having the payment screen "red note" include on the collection call tenant screen? We have a few tenants who only get paid at certain points of the month and while we have the note in the payment screen to remind us not to call them until that date when we are going through the collection calls…
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Discounts not displaying in ledger settings
Why cant we see the senior or military discounts in our ledger settings anymore? Also when I go to edit charges and payments, it looks like I could still set them up for a discount, which would be a double discount because the rate already reflects the discount. Super confusing!