Come along to this FREE 30-minute webinar to look at creating and managing the allotment waiting list. We will cover: Creating the waiting list Adding new people to the waiting list Allocating an allotment to a waiting list person Ordering the waiting list to set an allocation order. Click the ‘BOOK NOW’ button below to […]
Module: AdvantEDGE – Allotments
Allotments: Mail Merge Documents
Come along to this FREE 45-minute webinar to look at processing mail merge documents within AdvantEDGE Allotments. We will cover: An overview: where are the mail merge documents? How to create a new mail merge document. Where to find mail merge field substitutions. Previewing the document. Copying an existing document. Amending an existing document. Watermarks […]
Allotments: Email Templates
Come along to this FREE 45-minute webinar to look at email Templates within AdvantEDGE Allotments. We will cover: An overview: where are the email templates? How to create a new email template. Copying an existing email template. Formatting the Text. Using Mail Merge Fields. Adding Uploads. Marking templates as Old. Sending an email using a […]
Allotments: Beginner’s Guide
Covering the basics of AdvantEDGE Allotments, ideal for new members of staff needing to allocate plots, raise invoices and manage a waiting list. This FREE 45 minute session will include the following: overview of allotments allocating a plot to a new tenant generating an allotment agreement raising an invoice and receiving payments managing a waiting list Click […]
Allotments: Starting A New Year
Come along to this FREE 45-minute webinar to look at processing the allotment renewal letters and invoicing tenants. We will cover: Review/Prepare Documents Review/Set Allotment Rates Review/Set Water Charges Debtor review Allotment review Create invoices and transactions Start Year Annual letters and documents Click the ‘BOOK NOW’ button below to book your free space. Once […]