Notifications and Reminders | Notes

Keep track of important tasks and follow-ups with Notes and Reminders in Rentec Direct. Add a note to a property, tenant, bank account, or owner (PM accounts), or set up automatic reminders to help you stay on top of recurring tasks.

This article covers the following topics. Select a link to jump to that section:

• Create a Note or Reminder
• Edit, Cancel, or Print Notes and Reminders
• Helpful Ideas for Using Reminders

System Note: Reminders can only be viewed by the manager or user who created them and the account administrator. All users can see sticky notes. Learn more about adding Sticky Notes.

Create a Note or Reminder

You can add a note whenever you want to keep track of information about a property, tenant, bank account, or owner (PM accounts). If you'd like a little help remembering a task, you can also turn the note into a reminder.

In your Rentec Direct account:

1. Click on the appropriate tab: Properties, Tenants, Banking, or Owners (PM Accounts)
2. Right-click the item you want to add a note or reminder to, then select Notes & History
3. Click Add Note and enter your note
4. Click Save Changes to save the note, or continue to the next step to set up a reminder
5. Check Enable Reminders
6. Set your reminder options:
   1. Remind me on: Select the date you want to receive your reminder.
   2. Repeat Frequency: Choose how often you'd like the reminder to repeat. Days, weeks, months, or years.
   3. Reminder delivery: Select  By Email, By Text, or both, depending on how you'd like to receive your reminder.
7. Enter the email address and/or mobile number where you'd like to receive the reminder. You can add multiple email address or phone numbers by separating them with commas.
8. Click Save Changes

Tips:

• Want to test the reminder feature? Set a reminder for the following day and enter your email address and/or mobile number. The original article lists the default notification time as 8:00 AM PST. Check your account settings to confirm the current deliver time.
• Prefer a different notification time? You can customize the time for your notifications are sent in the General Preference of your Program Defaults.

Edit, Cancel, or Print Notes and Reminders

Need to update a reminder, turn off a notification, or print a record for your files? You can manage Notes and Reminders in Rentec Direct from either the notification bell or the related item in your account.

In your Rentec Direct account:

1. Click on the appropriate tab: Properties, Tenants, Banking, or Owners (PM Accounts)

   Tip: You can also click on the Bell icon at the top of the screen to view reminders

2. Right-click the item you want to add a note or reminder to, then select Notes & History
3. Use the filters to find the note or reminder you're looking for:
   1. Hide System Notes: Hide system notes to focus on your reminders and other notes
   2. Date range: Select a date range to narrow down the list
   3. Filter: Enter keywords or other details to find a specific entry
4. To Print Notes and Reminders: Click the Print icon
5. To Edit: Click the note or reminder, make your changes
6. To Cancel a Reminder: Click on the note or reminder then uncheck the Enable Reminders box. The reminder will be disabled, but the note will remain in your permanent note history.
7. Click Save Changes

System Note: You can turn off or disable a reminder whenever you no longer need the notification. The note itself can be edited and will remain part of your permanent note history, so you can still refer to the information later. Disabling a reminder does not delete the note.

Helpful Ideas for Using Reminders

Not sure what to use reminders for? Here are a few ways to help keep routine tasks from slipping through the cracks. You can adjust the repeat frequency to fit your schedule.

Property Reminders

• Replace the smoke alarm batteries (repeat every year)
• Schedule gutter cleaning (repeat every six months)
• Flush the water heater (repeat every two years)

Tenant Reminders

• Review lease for upcoming changes
• Provide required annual reminder re renters insurance and rent reporting (repeat every 1 year)
• Send a birthday card (repeat every 1 year)

Owner Reminders

• Request an updated W-9 form (repeat annually, or as appropritate).
• Review the management agreement and discuss growth goals
• Send a Thank You card (repeat annually)

Use Notes and Reminders to keep important details handly and help you stay on top of the tasks that keep your properties running smoothly.