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Setup Questions Memo Forms

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list in the Help file for more information: Memo Forms setup.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Questions for Memo Forms

To what property does this memo form data apply?

Enter a property name: _______________________

Code:

What identification code do I want to use for the memo form?

Enter a code: _______________________________

Description:

What description do I want to use for the memo form?

Enter a description: __________________________

Applies To

For what do I want this memo form to be available?

Circle one or more:

Property

Building

Unit

Resident

Occupant

Guest

Required for Lease

What do I want to require for leasing?

Answer these questions only when the memo form applies to Resident or Occupant.

For Application circle one: Lease or Occupant

For MoveIn circle one:  Lease or Occupant

For Transfer circle one: Lease or Occupant

For Renewal circle one:  Lease or Occupant

For Notice circle one: Lease or Occupant

For Move Out circle one:  Lease or Occupant

Required for Guest

When do I want to require the selection of this memo form for guest card with a contact type of Phoned?

Answer these questions only when the memo form applies to Guest.

Circle one or more: Phone, Visit, Return

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