2015-01-28: Setting up Lease Details

Setting up Lease Details -¬†Wednesday, Jan 28, 2015 Check out the new options when setting up lease details. You now have the option, when entering a lease detail, to select this as a lease detail that should be added to all leases. Once this option is checked, each time a new lease is created, this lease detail will be automatically added. Additionally, existing leases will have this lease detail added to them. To set a lease detail as default, simply navigate to the Set up section. Once in the Customize portion of the…Read more

2015-01-26: Setting Rules for Default Due Dates by License Type

Setting Rules for Default Due Date Based on License Types Monday, Jan 26, 2015 Check out the new feature for creating rules to define the default due date for licenses based on license types. This new feature will allow you to automatically set the due date for a specific license type based on a set of rules. To access this page, click your user name in the top right of the screen. Select Setup. In the System Settings section of the accordion, select System Preferences. Scroll to the bottom of the screen and…Read more

2015-01-20: User Groups

User Groups Tuesday, Jan 20, 2015 Check out the new options that were added for users. Now, you can create a user group for each of the different teams using BLMS. You then assign a task to a team or set the 'managed by' field on a license, contract, real estate lease or violation to the group. To set up a user group, click your name on the top right corner of the screen. Select setup and navigate to the Security section of the accordion. Select User Groups. Once the User Groups page…Read more