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:

Field Lists

ClosedGrid Fields

Note Note

Filter Buttons Filter button 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 Delete icon to delete a Group Lease Code.

ClosedGeneral Tab Fields

Note Note

A red circle ( Required Field ) indicates a required field.

Group Lease Code Required Field

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.

ClosedAddress Tab Fields

Note Note

A red circle ( Required Field ) indicates a required field.

Line 1 Required Field

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.

ClosedMore 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

ClosedTo Add a Group Lease Code

NoteNote

Use the Field Lists, above, for help completing tabs.

  1. From the eSite menu, select Setup—Global—Group Lease Codes.
  2. From the grid, click Add Group Lease Code.
  3. Complete the fields on the General Tab.
  4. Complete the fields on the Address Tab.
  5. Complete the fields on the More Contact Info Tab.
  6. Click Save.

ClosedTo Edit a Group Lease Code

NoteNote

Use the Field Lists, above, for help completing tabs.

  1. From the eSite menu, select Setup—Global—Group Lease Codes.
  2. From the grid, select the link in the Group Lease Code column for the Group Lease Code you want to edit. Three tabs appear.
  3. Make any changes you want to make to the GeneralTab, Address Tab, or More Contact Info Tab. Use the Fields Lists for help.
  4. Click Save.

ClosedTo Delete a Group Lease Code

  1. From the eSite menu, select Setup—Global—Group Lease Codes.
  2. From the grid, click the Delete icon Delete icon for the Group Lease Code you want to delete.
  3. Click OK.

To Print a Group Lease Code List

See Also

Group Lease Codes Overview

Global Overview

Commercial Setup

 

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