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Group Lease Codes Setup
Make the following selections from the eSite menu to
display this page:
Setup—Global—Group Lease
Code
Use this grid to establish a link between a Group Lease
Code and a tenant profile. This link is required for processing Group
Lease Statements and invoices.
This functionality is available only for properties with
the property type set to 6-Standard Commercial.
Use the grid
to view and manage Group Lease Codes.
Use the General,
Address, and More
Contact Info tabs to view, add, or edit information for a Group
Lease Code. These tabs appear when you:
- Click the Add
Group Code button at the top of the Group Lease Codes grid.
- Click a link
for a Group Lease Code in the Group Lease
Code column of the grid.
Field Lists
Grid Fields
Note
in column headers allow you to change what appears in
the grid.
Add Group Lease Code button
Click the button to add a new Group Lease Code.
Group Lease Code
The Group Lease Code identification code. Click
the link to view or edit Group Lease Code information.
Description
A descriptive name or description of the group
that the Group Lease Code belongs to.
Delete
Click the Delete icon
to delete a Group Lease Code.
General Tab Fields
Note
A red circle ( ) indicates a required
field.
Group Lease Code
An identification code for the Group Lease Code.
Description
A descriptive name or description of the group
that the Group Lease Code belongs to. The system uses this code to tie
leases and groups together for various functions, such as processing Group
Lease Code statements.
Save button
Click the Save button to save changes.
Address Tab Fields
Note
A red circle ( ) indicates a required
field.
Line 1
First line of the mailing address for the Group
Lease Code.
Lines 2 / 3 / 4
Any additional lines for the mailing address.
City / State / Zip
The city, state, and zip code associated with
the mailing address for the Group Lease Code.
This is where the Group Lease statements and Group
Lease invoices should be sent.
When you enter the zip code, the system may complete
the city, state, and country fields. The system does so when a Zip Codes
table is available. Refer to Zip Codes
for more information.
Country
The country associated with the mailing address
for the Group Lease Code.
Save button
Click the Save button to save changes.
More Contact Info Fields
Enter into this tab information for the contacts who
should receive the Group Lease statements and Group Lease invoices.
Preferred Method of Contact
The preferred method of contact for the Group
Lease Code using the information shown in this tab. The selected preferences
are listed on reports. The By Email preference is linked to Letters.
Options that can be selected from the drop-down
list are:
By Phone1
By Phone2
By Phone3
By Email
By Fax
Email
The email address for the Group Lease Code, up
to 50 characters.
Fax
The fax number for the Group Lease Code.
Contact 1 / 2 / 3
Contact information for the Group Lease Code,
including the courtesy title, first name, middle initial, last name, and
phone number of the contact.
The Preferred
Method of Contact field refers to contact information you enter
into these fields.
Notes
Freeform notes about this Group Lease Code; you
can enter a maximum of 255 characters.
Save button
Click the Save button to save changes.
Procedures
To Add a Group Lease Code
Note
Use the Field Lists, above, for help completing tabs.
- From the eSite menu, select
Setup—Global—Group
Lease Codes.
- From the grid, click
Add Group Lease Code.
- Complete the fields
on the General Tab.
- Complete the fields
on the Address Tab.
- Complete the fields
on the More Contact Info Tab.
- Click Save.
To Edit a Group Lease Code
Note
Use the Field Lists, above, for help completing tabs.
- From the eSite menu, select
Setup—Global—Group
Lease Codes.
- From the grid, select
the link in the Group Lease Code
column for the Group Lease Code you want to edit.
Three tabs appear.
- Make any changes
you want to make to the GeneralTab, Address
Tab, or More Contact Info Tab.
Use the Fields Lists for help.
- Click Save.
To Delete a Group Lease Code
- From the eSite menu, select
Setup—Global—Group
Lease Codes.
- From the grid, click
the Delete icon for the Group Lease Code you want to delete.
- Click OK.
See Also
Group
Lease Codes Overview
Global Overview
Commercial
Setup