Manage Legal Records

Manage Legal Records

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental on the menu heading.



4. Click on the File Name to open the file. 



5. Customer File will open. Click on Legal on the file tab ribbon bar. 



6. Legal screen will open. 

Add a Legal Record

1. To add a Legal Record to the file, click on the Add Legal Record button.



2. Legal Record will appear. 
3.  The legal record is split into two (2) sections:
  1. Legal Details
  2. Transactions
4.  Under the Legal Details Section.
  1. Select the Action Type (mandatory) from the dropdown.
  2. Eviction Required (optional): tick to enable the note for eviction required. 
  3. Current Balance Due will be automatically updated according to the balance on the tenant statement. 


5. Optional: Select Attorney (optional) from the dropdown
  1. Link an Existing Attorney:  select the attorney from the dropdown menu.

  1. Create a New Attorney: click on the Add Attorney in the menu button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. 


6. All other fields are optional. 
7. To confirm, click Save button.



8. Legal Record will be added to the Legal Tab. 



Edit a Legal Record

1. To edit a Legal Record, click on the Record Action Type to open the record. 



2. Legal Record will open to view details.  

3. To edit the details, click on Edit button.



4. To confirm changes, click Save button.


Assign an Attorney

1. To edit a Legal Record, click on the Record Action Type to open the record. 



2. Legal Record will open to view details.  

3. To edit the details, click on Edit button.


4.  Under the Legal Details Section.
5. Optional: Select Attorney (optional) from the dropdown
  1. Link an Existing Attorney:  select the attorney from the dropdown menu.

  1. Create a New Attorney: click on the Add Attorney in the menu button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. 


6. To confirm, click Save button.



Close a Legal Record

1. To edit a Legal Record, click on the Record Action Type to open the record. 



2. Legal Record will open to view details.  

3. To edit the details, click on Edit button.


4.  Under the Legal Details Section.
5. Tick the Matter Closed (mandatory) and Action closed date (optional).



6. To confirm, click Save button.



7. The legal record will appear under the Closed legal list.



8. Reopening a legal matter: If you need to reopen a closed legal record, edit the closed legal record and change the Matter Closed from ticked to deselect. Save the changes, and the legal record will be moved back to the Open status.

Deleting a Legal Record

1. Change filter to see Closed legal list.



2. Click on the Delete () button next to the legal record.



3.  Click Yes on the confirmation prompt.



4. The legal record will be permanently removed.

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