The great organization of a property manager goes through an equally great organization of his tenant mutations.
It is, in fact, when things change that there are activities worth realizing.
In order to facilitate your life, YouRent created a table of dynamic mutations purposefully to manage the tenant mutations in the most professional and efficient way possible.
You ought to start determining the typical activities linked to each mutation.
In YouRent, click on the "Configuration" menu, then "Automated Activities"
You will then see the activities suggested by default by YouRent and you will have the possibility to create a new activity by clicking on the "create" button.
You can define the following fields:
Activity: type of activity to create
Summary: short description of the activity
Linked model: the model linked to this automated activity
Linked field: the field that we will use to determine whether this activity should be automatically created
Field value: The value that the field must have for this new activity to be created
Auto done: If this field is checked, when the saving value no longer corresponds to that of the automated task, the activity will be automatically considered as finished.
When the tenancy changes its value, if the new value corresponds to that of the automated activity, an activity is automatically created.
If you go to the Tenancy menu > Mutations, you will, in a blink of an eye, be able to examine all of your activities with color codes allowing you to see their status: