Set up Lease Events and Notifications

Content

• View Lease Events
• Add a Lease Event
• Edit or Delete a Lease Event
• Lease Notifications: Dates and Events
  • Set Up Recipient List
  • Enable or Disable Lease Notifications

View Lease Events

Navigate to Manage Leases and click on the name of a lease. An information page opens will all the lease information stored. Next to the Details tab, click the Events tab. 

All existing lease events are listed on this tab. If you want to add a Leave Event, click + New Event.  Otherwise, click on an existing lease event to open it.

Add a Lease Event

On the Events tab, click + New Event.

The new Lease Event displays.

Complete the following:

1. Select Renewal, Sublease, Termination, or Other from the Type drop-down.
2. In the Description field, enter the description.
3. From the calendar picker, select the date.
4. In the Amount field, enter the lease amount. The default currency is $; to change this, click $ dropdown and either $, $/SQFT, SQFT, or Other. 
5. If you want to upload one or more files, click the File icon, and then either drag and drop or browse to select a file to upload it. 
6. In the Created By/At field, click the Tick icon to save the lease event. 

You will see who created the event and the time on the saved record.

Edit or Delete a Lease Event

Hover over the Created By/At field to reveal an edit and delete button.

Either click the Edit icon to edit the lease event or click the Delete icon to delete. 

Lease Notifications: Date and Events

You can enable and disable notifications for all lease dates and events. Admins receive all enabled notifications by default, but you can create a recipient list instead. Notifications are sent 60, 30, 15, and 1 day before the event expiration date.

Add Recipients

You'll create a group of recipients in the Notification tab; you'll have the option to turn notifications on and off for this group.

Select the Notifications tab.

In the Recipients section, click + Add.

You can add an admin or employee in the SpaceIQ system to your notification list. Type into the Search field or scroll down to find an employee, then select the employee's checkbox. You can search and select multiple employees to put on the recipient list. When finished, click outside the selection box to close it. 

View the Recipients you've selected. Click x next to an employee to remove them from the list. 

Enable or Disable Lease Notifications

You can enable and disable notifications for Reminder Date, Notice Date, Effective Date, or Expiration Date on the Details and Notifications tabs. In addition, you can enable and disable notifications for all Lease Events on the Events tab.