Lease/Tenancy Notice Options

  • Updated

For North American users, please be aware that "Tenancies" are known as "Leases" and "Terms & Breaks" within a Tenancy are referred to as "Terms & Options". For more information on regional terminology, please refer to our Glossary of Regional Terminology.

Welcome to our guide on managing lease/tenancy notice options. This resource is tailored to help you understand the various notification preferences available for different contacts associated with a lease/tenancy. You'll learn how to set default notice preferences when creating a new lease/tenancy and how to manage specific notice types for effective communication. 

Understanding Contact Notice Preferences

Contacts linked to a lease/tenancy can be set to receive distinct types of notifications. Depending on their roles, contacts may receive notices for:

  • Arrears/Delinquency
  • Inspections
  • Invoices
  • Maintenance
  • General Correspondence
  • Forms & Agreements

These preferences are crucial for ensuring that the right information reaches the appropriate contact in a timely manner.

Default Contact Preferences for a New Lease/Tenancy

New lease/tenancies come with pre-selected default notification preferences based on the contact type:

  • Primary contacts for commercial properties typically receive notices concerning arrears, inspections, and general correspondence.
  • Account contacts receive arrears, inspections, invoices, and general correspondence notices.
  • All other contacts are set to receive notices for general correspondence.

Screenshot of CC's Coffee Lounge - 58 Cavill Avenue - Re-Leased (15).jpg


Arrears Notices

When sending arrears notices, the primary contact for the lease/tenancy always appears on the list. You can select additional contacts to receive these notices by toggling the checkbox beside their name in the Arrears Hub. Please note that deselecting the primary contact will disable the option for additional contacts.

Inspection Notices

For inspections, similar rules apply. The primary contact is listed by default, with additional contacts who have opted-in for inspection notices shown below. You can manage the receipt of these notices through their delivery method checkboxes.


The invoice notice option is essential for the account contact, thus it cannot be unchecked; however, other contacts may opt-in or out. When an invoice is sent, recipients including the account contact and any additional opted-in contacts will be pre-filled in the "To" field.


Maintenance Tasks

Maintenance-related notifications are directed to contacts designated as Lease/Tenancy Maintenance Contacts. You can adjust which contacts are associated with each task. Remember that changes here are task-specific and will not alter the lease/tenancy details’ default settings.


Work Orders

Contacts chosen for a maintenance task will carry over to its associated work order. You have the option to add or remove contacts for the work order and send them copies via email when dispatching the order.


General Correspondence and Forms & Agreements

General correspondence is delivered to contacts who have opted in through email or mail merge functions. For forms and agreements, only those who have selected the respective option will receive such notices by email. This option is not auto-selected by default.


Navigating through notification preferences is crucial for seamless property management. Remember to review and update your contacts' preferences regularly to align with their roles and your operational needs. With custom notifications, you can keep communication streamlined and stakeholders engaged.


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