Navigation Tips

    Information in your Rentec Direct property management software can be found quickly by using the navigation tools provided on every screen. These navigation tips will guide you to getting the most from your property management software from the start. 

    Navigation and Search Tips | Rentec Direct Training Series from Rentec Direct on Vimeo.

    Accessing the Menu

    There are several convenient ways to locate information on each screen to be viewed or edited as needed, depending on the computer or device. You will want to get familiar with accessing the menus. Throughout the process of becoming familiar with accessing, editing, and deleting information, you will discover whether the right-click method or clicking on the three dots to the right menu shortcuts is your preference.

    If you do not see a menu as pictured below, click on the three lines of the Global Search tool at the top of the screen.

    Menu


Global search



    Navigating the Menu

    Now that you can see the menu, you can refine your search. When clicked, each of the menu options will display a list below the main subject, with more specific options. The options are very similar for Properties, Tenants, Banking, and Owners. To help get familiar with this feature, let's use the Tenants tab as an example.

    In your Rentec Direct account:

    1. Click on Tenants, and a list of tenant-related options and a list of all tenants will be displayed.
      When the Tenants tab is selected below "Tenants," you will now see the following options:
      1. Tenant List
      2. Lead List 
      3. Archives
      4. Signature Requests 
    2. Click on the tenant-related option you would like to access

      Tenant Menu

    3. Within each option, there's a search filter to locate the specific item/person 
    4. To view more options:
      1. Right-click on the Tenant's name or
      2. Click on the three dots to the right

      Note: When a Tenant is selected, a Tenant card will be displayed to the right with important information


    Accessing Financial Transactions

    Using the Tenant tab, again as an example.

    In your Rentec Direct account:

    1. Click on Tenants 
    2. To access and view individual transactions on the ledger 
      1. Right-click on the Tenant's name to access the menu and select View Ledger or
      2. Click on the three dots to the right of the Tenant's name and select View Ledger or
      3. Click directly on the Balance 
    3. You can edit, delete, or print invoices by
      1. Right-click on a transaction or
      2. Clicking on the little pencil/paper icon to the right

    Rentec Direct navigation tips
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