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Showing articles from CRM tag

CRM IQ Database Errors During Manage Lease

On occasion, you may see a database error when attempting to create a lease in CRM IQ. These errors are typically seen for new residents but may occur with current residents as well. If you see a database error during lease generation you will want to take a look at the application form. The best places to c…

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…

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 IQ. Once you are in CRM IQ, click "Add New" under the property calendar. Tip: If you have a property list, ensure you are editing blackouts for one property at a time by selecting the specific property at the top of your agen…

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…

CRM Communications - Correcting Property Logo

There is a known issue that is affecting communities using CRM/RentCafe for email correspondence. Many properties have found that the property logo on CRM emails (including autoresponder emails for tour confirmation, application received, etc.) is reflecting the incorrect property linked to the wrong property URL. Wh…

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