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Custom Critical Date
Never miss a date! Adding Custom Critical Dates, Event Types, give you the power to track certain data points relating to your lease.
We understand that not every lease is universal and we at Occupier wanted to give users the tools to create endless event types needed to stay up to date and alert on their locations, by creating Custom Critical Dates (Event Types) that will alert Users of upcoming business specific event types via email.
Custom Critical Dates enables users to get as specific as they would like within event types, also called Critical Dates, based on the needs within their real estate portfolio.
The benefit of this feature is to streamline your upcoming events to ensure that no user misses an important event.
How to use it
Step 1: Navigate to the settings icon in the top right corner of your Occupier screen.
Step 2: Click on the icon, then select “Settings”.
Step 3: Navigate to the left side of the screen and select “Categories”.
Step 4: Once selected, navigate to and click on “Event Types”.
Step 5: Navigate to and click on “Add Event Type”
Step 6: From here, you can input the name of the event type you want to create and save.