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Rental property manager: Add or edit planner event for inspection, rent due date and tenants
Introduction
->> Rental Property Manager
->> Features
   
Getting Started
->> Setup RPM for New Users
->> Setup Default Options
->> Creating Custom Fields
->> Invoice and Receipt Layout
->> Recycle Bin
->> Menus
->> Screens
   
Manage Property Data
->> Add/Edit Property
->> Add/Edit Tenants
->> Add/Edit Notes or Event Logs
->> Add or Change Photos
->> Add or Edit Expenses
->> Add or Edit Recurring Expenses
->> Add or Edit Recurring Income
->> Add or Edit Property Assets
->> Property Inspections
->> Manage Financial Data
   
RPM Planner & Databases
->> RPM Planner
->> Add or Edit a Planner Event
->> Setting Recurrent Planner Events
->> Databases
   
Property & Finance Reports
->> Reports
->> View Reports
->> Edit or Search Report
->> Asset List Report
->> Dimensions Report
->> Expenses Report
->> Income Report
->> Inspection Report
->> Summary Report
->> Tenant Reports
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Add or Edit a Planner Event

You can add or edit property-related Events in the RPM Planner. An Event is an inspection, rent due date, or other event related to one of your properties. You may need to go to the property in person, or arrange for a service or a phone call. Follow the instructions below to add or edit a planner Event. You can also add or edit an event by double-clicking the calendar.

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Add a New Event

  1. To add a new Event, go to the Planner screen Planner.

  2. Click on the Add Event button Add.

  3. The Event Details screen displays.

  4. Complete the Event Data by typing or selecting the information into each field.

  5. If a data field is yellow, that data is required for the Event record. If a data field is white, that data is optional.

  6. When all the data required/available is entered, click OK.

  7. The Event data is saved. The Event is assigned to the selected Property and displays in the Event screen.

 Edit an Event

  1. To Edit an Event, go to the Planner screen Planner.

  2. Find and select the Event in the Event list.

  3. Click the Edit Event button Event.

  4. The Event Details screen displays.

  5. Edit the details, then click OK. The changed Event data is saved.

Event Details Screen Values

Note that if an Event occurs in the past, you can only view the Events values; you cannot edit them.

  • Subject - Title of Event.

  • Start time - Start day and time of Event.

  • End time - End day and time of Event.

  • Repeats - Note if this event will repeat. To edit this, click the Edit button and use the Recurrency screen, as described in Setting Recurrent Planner Events.

  • Notes - Enter any notes about the Event

  • Reminder - Check this to activate a Reminder message. To set the amount of time before the event that prompts the reminder, select the time from the drop-down menu.

  • Property - Select any related Property from the drop-down menu.

  • Tenant - Select any related Tenant from he drop-down menu.
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