Property Sort Order
Change the view of your Property list with just a few simple steps. Using Program Defaults, Filters, and clickable Sort Options, you can easily customize how tenant information is displayed.
Note: Learn more about Tenant Sort Order in your Rentec Direct account.
Setting Defaults for Property Page Display
There are two default settings to manage how properties are displayed that can be changed at any time:
- Number of Results to show at once on a page
- If the properties are to be Automatically Sorted (alphabetically by nickname) or Manual
By default, the Properties List is Automatically Sorted (alphabetically) with 100 properties per page displayed, and page at the bottom to go to the next or previous page.
Note: Save Searches is enabled by default, allowing the page to be left for other tasks during the session and to return to the list preserving the same search criteria.
Easily change the default settings in Program Defaults
In your Rentec Direct account:
- Click on Settings
- Under Program, click on Program Defaults
- Under General Preferences, Property list sorting can be changed to Manual, although most people prefer Automatic (alphabetical)
- If any changes were made, click on Save Changes and go back into Program Defaults to change other settings
- Click on Edit Advanced Settings
- Under Advanced General Preferences, use the dropdown to select the Number of results to show at once on Property and Tenant Lists 10, 25, 50, 100, or 250.
- Directly below the option to select the Number of results to show at once on Property and Tenant Lists is the option to Save Searches. This feature allows you to go to another area in your account and return to your saved sort order and can be changed to No here however, most clients prefer this to be set.
- Click on Save Changes
Applying the Manual Sort Order of Properties
If Property list sorting is set to Manual, properties can be arranged in a custom order following the steps outlined below.
In your Rentec Direct account:
- Click on Properties
- Right-click on a property and choose Change Position
- For Manual Sorting, assign a numeric value to your property based on the order they should appear
Example: If you would like a specific property to be 1st on the list, you would enter 1 as the New Sort Value.
Pro Tip: If you wish to add additional properties to your line-up later, you can use decimal points so you will not have to re-number all of your properties. - Subunit Assignment allows subunits to be added to or removed from a Multi-Unit Property. This option is helpful when adding new units to Multi-Unit Properties
- Click on:
- Update Sorting Value if the Sort Order was changed
- Change Multiplex if the hierarchy of a property was changed
Applying Filters and Sort Orders
With 8 filters to choose from and multiple Sort Order options, quickly create a purposeful Property List.
In your Rentec Direct account:
- Click on Properties
- Select the property related status for the report from the Filter dropdown
- Click on a header or arrow to sort the data even further
- Click on a header or arrow a second time to sort the data in the opposite direction
Pro Tips:
- Use the Page Back option to return to the complete, unfiltered Property List
- With Save Search enabled, the Property List with selected Sort Orders will be available until the filter and options are changed, even after leaving the screen
- Note: The image below shows property Filtered (by Listed for rent) and Sorted (by Owner)
Note: The image shows a Property List created with the Listed (for rent) filter, sorted by Owner.
Actions from the Property List
While viewing a Property List, there are several clickable fields providing access to edit tenant, owner, and property profiles, view and edit ledgers, send emails and more.
Here's a helpful list of actions that can be made from the Property List:
- Right-click next to a Property or click on the menu icon (three dots) to access a clickable menu of property related options and actions. If edits are made through the menu, click on Update Property to save changes and return to the Property List.
- Click on a Property to view the Profile Card
- Hover over the Tenant to access clickable links to Edit or Email the Tenant or Enter Ledger of the tenant
- Hover over the Owner to access clickable links to Edit or Email the Owner or Enter Ledger of the owner
- Click on the Balance to enter the ledger
- Use the Previous and Next option to change the page displayed