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download documents
How do you download a document (such as a vehicle title or insurance) to a customers acct? all I can seem to get is a small corner, the same size as the drivers license we scan in.
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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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Why is the collections screen so inadequate to complete the job?
Of all the areas the collections is the worst as far as accessing the tools i need to complete the tasks needed to collect. for example.....i can't do an overlock or lock out of gate because no ledger settings....many times i have to do that manually so i have to go back put to payment screen...also no tasks or…
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Adding employees
How to add a new employee to Sitelink in myHub
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Online Move-Ins [Video]
https://youtu.be/nYh4IlrtUV4
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SiteLink Notes [Video]
Sitelink has several different options for notes! Learn how to get the most out of Tenant Notes, Historical Notes and Unit Notes, and discover the differences between them. https://youtu.be/_v9bUwM6EUE
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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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SiteLink myHub Invoicing [Video]
https://youtu.be/aoNLNFnil6A
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Auto-billing in SiteLink myHub [Video]
https://www.youtube.com/watch?v=eWaUMe0ZkcA&list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4&index=79
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Does SiteLink have a suspend or freeze acct/unit function?
Does SiteLink have a suspend or freeze acct/unit function? This would be useful for situations where you need to suspend the continuation of accruing added charges and fees without having to vacate the unit leaving the existing charges on the account and making sure the unit is not shown as available. For example, a…
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Document Delivery - SiteLink Training [Video]
Document Delivery - SiteLink Training Video https://youtu.be/k-sQnbuoZVA?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Editing Tenant Information - SiteLink Training [Video]
Editing Tenant Information - SiteLink Training Video https://youtu.be/dCJvhESM-0Y?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Apply Insurance Policy To Tenants - SiteLink Training [Video]
Apply Insurance Policy To Tenants - SiteLink Training Video https://youtu.be/tmmR_sI_UWA?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Adding Vehicle Information - SiteLink Training [Video]
Adding Vehicle Information - SiteLink Training Video https://youtu.be/QknXKdeOr3g?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Editing Tenant Information - SiteLink Training [Video]
Editing Tenant Information - SiteLink Training Video https://youtu.be/ZrjFi1F6Rg4?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Change Tenant Icons - SiteLink Training [Video]
Change Tenant Icons - SiteLink Training Video https://youtu.be/NY9Cs2eWLLY?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Adding A Tenant Discount - SiteLink Training [Video]
Adding A Tenant Discount - SiteLink Training Video https://youtu.be/ZIx-kpbe3vI?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Giving A Tenant Credit - SiteLink Training [Video]
Giving A Tenant Credit - SiteLink Training Video https://youtu.be/AxodqXlQFbQ?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Schedule A Tenant Move-out - SiteLink Training [Video]
Schedule A Tenant Move-out - SiteLink Training Video https://youtu.be/y9C65A6S-gc?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Take A Customer Payment - SiteLink Training [Video]
Take A Customer Payment - SiteLink Training Video https://youtu.be/dpX_kfF8Guo?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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SiteLink myHub Dashboard - SiteLink Training [Video]
SiteLink myHub Dashboard - SiteLink Training Video https://youtu.be/-QpDn9jfR0g?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Update To Prepaid Insurance - SiteLink Training [Video]
Update To Prepaid Insurance - SiteLink Training Video https://youtu.be/NNRybiE9-Lc?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Sitelink Reconciliation Report - SiteLink Training [Video]
Sitelink Reconciliation Report - SiteLink Training Video https://youtu.be/-4Ls9NYsj1s?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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eSign With Non-Lease Forms - SiteLink Training [Video]
eSign With Non-Lease Forms - SiteLink Training Video https://youtu.be/TQIe_7mrpW8?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Converting Your Local Photo Database To The Cloud - SiteLink Training [Video]
Converting Your Local Photo Database To The Cloud - SiteLink Training Video https://youtu.be/29teV7dMupg?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Improved Unit Photo Interface - SiteLink Training [Video]
Improved Unit Photo Interface - SiteLink Training Video https://youtu.be/GlczDDitwHk?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Writing Off Bad Debt - SiteLink Training [Video]
Writing Off Bad Debt - SiteLink Training Video https://youtu.be/Ipz0NWJI4h0?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Point-Of-Sale Walk-Ins - SiteLink Training [Video]
Point-Of-Sale Walk-Ins - SiteLink Training Video https://youtu.be/IxRo0dAr0SE?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Undoing A Move-Out - SiteLink Training [Video]
Undoing A Move-Out - SiteLink Training Video https://youtu.be/Yb4a7X-OFD0?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4
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Tasks And Letters Overview - SiteLink Training [Video]
Tasks And Letters Overview - SiteLink Training Video https://youtu.be/6pGCh1QgwK4?list=PLKVcQHhV4bF--CR9M2xpG8Uo5KstsLrM4