This article aims to provide a user-friendly guide on mastering the Quick Links Menu in Re-Leased, a potent feature set to boost productivity by affording users fast access to information and functions. We will explore the core components of the Quick Links Menu and demonstrate how its use can save you both time and effort in managing your property portfolio.
Check out our self-guided learning video for an interactive demo: Navigation (Approx 20 mins).
For our European users, check out: Navigation (EMEA)
An Overview of the Quick Links Menu
The Quick Links Menu is a hub for fast navigation and completing tasks in Re-Leased, providing an array of critical tools. The soon-to-be-released update to the Quick Links menu aims to improve user experience by making access more straightforward, thus saving your precious time while you oversee your portfolio.
1. Company Name
2. Search Bar
3. Add [+]
4. Sync Button
5. Rocket Ship - Re-Leased Beta Program
6. Settings
7. Help [?]
Each feature of the Quick Links Menu is designed to make your Re-Leased experience as efficient as possible:
1. Company Name
At the top of the page, the name of the currently selected company is displayed, which is especially useful when juggling multiple company entities. You can switch to a different company through Settings or by applying the Company filters found under Properties & Leases/Tenancies.
2. Search Bar
The Search Bar is central to finding records quickly. The intelligent search functionality allows for access to various records, facilitating easy management with actionable steps. For each searched item, you have direct access to beneficial items:
- For Properties: Initiate maintenance, schedule an inspection, or add a new tenancy.
- For Leases/Tenancies: Record a payment or end the current term.
- For Documents: Download needed files straight from the search results.
- For Contacts: Dive into contact-specific options, empowering efficient communication.
3. Add [+]
Employing the Add [+] button allows for immediate creation of properties, contacts, and notes. Meanwhile, users managing Client/Trust Accounts gain extra capabilities like bank deposits and disbursements.
4. Sync Button
The Sync Button visually communicates the current synchronization status of your accounts. Look for the spinning arrows as an indicator of in-progress syncing, or a flag icon to signify completed sync or issues that require attention.
This is universal across all user types, be it Connected, Standalone, or Client/Trust Accounting users.
5. Rocket Ship - Re-Leased Beta Program
Invitation to the innovation journey is just a click away with the Rocket Ship icon. Get a sneak peek at new features, join the Beta Program, and provide invaluable feedback prior to launch.
6. Settings
The relocated Settings make adjusting your application's behavior and integrating add-ons simpler, ensuring Re-Leased aligns with your portfolio management style.
7. Help [?]
The Help icon is a one-stop shop for support resources, connecting users to customer support, the Help Center, and the latest updates.
Utilizing the Quick Links Menu within Re-Leased is key to navigating and managing tasks more effectively. Familiarize yourself with this robust tool to ensure a streamlined property management operation