Incorrect Signature Displaying on Lease Agreement
If you a running into an issue with a lease displaying another person's name when they are electronically signing, you may need to make some adjustments to their online portal. It is likely that their account is linked to a different name. First and foremost, double-check with the resident that you have the accura…
Merging Applicants Into One Application
In order to merge applicants into one application, you will want to make sure both applicants have completed their application forms. If one person has not yet applied, you can simply add them as a roommate to the existing application and invite them to fill out the online application form. First, you will want to…
How to Send an E-Blast
There may be times when you need to send out a property-wide or even building-wide email. Luckily, Site Manager has the ability to mass email tenants including those who opted-out of email correspondence. To send out an E-blast, you will navigate to Site Manager either through the YardiOne dashboard or through CRM…
CRM Error in Processing Request Solutions
CRM will often display the message "Error in processing the request. Please check logs for more details." The best practice to resolve these types of error messages is by attempting to generate the lease in Site Manager. To do so you will first, navigate to the Site Manager leasing dashboard, find your property,…
Add a One-Time or Reoccurring Blackout Event
In order to schedule a blackout for your property, you will want to first navigate to CRM. Once you are in CRM, click your property name on the left-hand pane. Then navigate to CRM Settings > Property Calendar Once you are in the property calendar you then have the option to schedule a one-time or reoc…
Lease Script Error Workaround
The script error you are seeing is a known Yardi error that does not yet have a resolution. However, there is a pretty simple workaround you can use to get the agreement to generate. You will first want to go into Site Manager and navigate to the leasing dashboard. You then want to find your property and the resident…
