This guide shows how to configure the Tenant Portal settings through Edge to ensure a successful experience within Storable CRM.
Access
(A) Corporate - Click to open your Corporate Dashboard.
(B) Settings - Click to open your Settings Dashboard.
(C) Rental Center Settings - Click to access your list of Rental Center Settings.
(D) Tenant Portal - Click to access the Tenant Portal settings.
Configure Your Settings
(E) Prevent Tenants from Changing their Contact Information - This can be set to Yes or No and will not impact Storable CRM from functioning properly.
(F) Save - Once you've completed edits for a particular setting, this becomes enabled. Click to apply your new setting. Note: Each setting has its own Save which you will need to click if you've made changes.
(G) Prevent Tenants from Enrolling in Autopay - We recommend this get set to No otherwise it can affect autopay enrollment though Storable CRM.
(H) Prevent Tenants from Making Partial Payments - We recommend setting this to No; otherwise, it can impact the ability of an employee to take a partial payment for a tenant.
(I) Display Combo when Overlocked Tenant Pay-Balance to Zero - This can be set to Yes or No and will not impact Storable CRM from functioning properly.
(J) Prevent Tenants from Moving in to Another Unit - This can be set to Yes or No and will not impact Storable CRM from functioning properly.
(K) Prevent Tenants from Moving out of a Unit - This can be set to Yes or No and will not impact Storable CRM from functioning properly.