The “required fields” feature allows operators to save time and labor entering only information deemed necessary by the company. Operators also have the option to enter information that is not required by all account types(e.g. Military IDs).
Required fields may be configured during the setup of your self storage software and modified at any time. Many facilities begin with the best guess of what will suit their business needs then come back to make changes later.
Select Company Info from the menu bar and choose Options from the dropdown menu. This will launch the Company Info configuration screen where the required fields settings are held.
Once the Company Information screen has opened the operator may select which fields are required, which are suggested and which may be left blank by the operator. After the appropriate fields have been selected simply click Save and the task is complete.
Note: The Primary Last Name field is mandatory for performing any tenant move in.
Once the fields have been selected and saved performing a move in will give operators a much faster and simpler experience moving in tenants with only the information that the facility requires. The operator may also enter information about the tenant from any of the categories to the left in the Tenant Move In Screen.
