Take Advantage of Customization Opportunities in Rent Manager

October 12, 2022


Vanessa Perry

Customization opportunities refresh blog

Rent Manager is a fully customizable software, designed to fit your company’s specific needs. There are many customization opportunities available within our powerful system—are you taking advantage of them? Here are a few options to get you started today.

Use Tab Customization to Fulfill Your Needs

Rent Manager organizes information across multiple, tabbed windows. Tabs offer powerful customization opportunities. Custom tabs can be rearranged, edited, or removed as needed. You can even create your own tabs to display information to satisfy your exact business needs. Data entered or updated through custom tabs is instantly reflected in Rent Manager, and tabs can be updated at any time without affecting existing information. You also have the power to control what users see and how they interact with your data.

To create custom tabs in Rent Manager, go to Admin -> Setup -> Custom Tabs -> Custom Tabs Register.

Edit Your Dashboard Tiles

The Rent Manager Dashboard displays tiles of vital business information—such as vacancies, move ins/outs, bank balances, security deposits due, and beyond. Since the Dashboard is the first page you see when you open Rent Manager, it offers a great opportunity to get an immediate feel for your operational health and your essential management to-do’s.

Would you like to change the information that displays in those tiles? Perhaps update the number of days delinquent on the Delinquency List tile? Using this tile as an example, follow the steps below to customize your Dashboard tiles:

On the Dashboard, choose the Delinquency List tile. If it’s not on your Dashboard already, you can add it by right clicking on any free gray space, selecting Dashboard Designer, locating Delinquency List in the tile selection, and dragging it to your dashboard. Once placed and finished, select Back to Dashboard.

From there, select the Gear icon in the upper-righthand corner of the panel.

In the Delinquency List Data Filters window, users can adjust the following data points:

  • Days to Include – This number defaults to 10. Enter the number of days you consider delinquent.
  • Property Filter – This filter defaults to All Properties. By clicking the pencil icon, users can edit which properties’ tenants are included in the Delinquency List results.
  • Tenants to include –Users can choose P (past), C (current), and F (future) to determine which tenants show on the panel.
  • Default Sort Column – This determines how the tenants in the Delinquency List tile will display by default.
  • Click Save to keep your changes in place.

Access Your Most-Used Features Quickly and Easily

Are there areas of Rent Manager that you use every day? You can access them in no time by customizing your menu ribbon at the top of the program’s screen!

Navigate to Admin -> Setup -> Menu Ribbons.

Add new ribbons, edit your existing toolbars, and even assign your layouts to other users. It’s a simple way to streamline and customize Rent Manager to meet your daily business needs.

Find the Right Words with the Online Template Library

The Online Template Library (OTL) is your one-stop shop for commonly used property management letters, additional reports, custom forms, and so much more. You can arrange all OTL templates by category, and you can create custom folders within each category to keep all your letters organized. Just download a report or letter template and use scripting to pull in the exact contact information you want. Find the terms you’re searching for, every time, and mail or email your documents to the appropriate recipients.

To access the Online Template Library, go to Admin -> Online Template Library.

Utilize our Open API for Further Customization

If our built-in customization options don’t deliver the level of organization you’re looking for, use our application programming interface (API) to build what you need for your company’s success. Like a language interpreter, APIs help different software applications talk to one another and share data via the Internet, without requiring you to manually perform every action.

Contact your Sales Representative for more information about accessing Rent Manager’s API to build your own custom solutions. Rent Manager’s Professional Services team can also create tailored resources to meet your unique requirements.

In addition, you can choose from more than 150 PropTech solutions in our Integrations Program.

We’ve only just scratched the surface of the customization you can achieve with Rent Manager. Make the software your own, and develop workflows that suit your unique way of doing business.

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