Alerts allow you to configure notifications for yourself and your employees when specific actions or events occur within Property Vista.
Examples include Non-Sufficient Funds (NSF) notifications, application status updates, maintenance requests, payment notifications, and more.
This guide explains how to configure alerts for individual employees and select which buildings or portfolios the notifications apply to.
STEP 1. NAVIGATE TO EMPLOYEES
Navigate to Organization → Employees.
STEP 2. SELECT AN EMPLOYEE
Select the employee for whom you want to configure alerts.
For this example, we will select Cookie Kwan.
STEP 3. OPEN THE ALERTS SETTINGS
- Navigate to the Alerts tab.
- Click the Pencil icon to edit the employee's alert settings.
STEP 4. CONFIGURE ALERT PREFERENCES
Select the appropriate alerts you want the employee to receive.
Under Notify My Changes, choose one of the following options:
- Notify Me: Receive notifications when you make changes.
- Do Not Notify Me: Do not receive notifications for your own changes.
To configure specific alerts:
- Click + Add.
- Select the alert type(s) you want the employee to receive.
- Click OK to confirm your selections.
Click on +Add to select the alerts concerned.
Available Alert Types
The following table outlines the available alert types and when each notification is triggered.
| Alert Type | Description |
|---|---|
| Application in Progress | Receive a notification whenever a new application is started. |
| Application Submitted | Receive a notification when an application has been completed and submitted. |
| Application Pending Decision | Receive a notification when an application requires a decision from the assigned decision maker. |
| Application Pre Approved | Receive a notification when an application has been pre-approved. |
| Application Approved | Receive a notification when an application has been approved. |
| Application Declined | Receive a notification when an application has been declined. |
| Application Information Required | Receive a notification when an application requires additional information. |
| Application Lease Signing | Receive a notification when all tenants have signed the lease and it requires the final signature from the designated signing authority. |
| Application Payment Not Cleared | Receive a notification when an application payment has not cleared. |
| Electronic Payment Rejected | Receive a notification when an electronic payment has been rejected. |
| Auto Pay Review Required | Receive a notification when an Auto Pay review is required. |
| AutoPay Cancelled By Tenant | Receive a notification when a tenant cancels their AutoPay arrangement. |
| AutoPay Created By Tenant | Receive a notification when a tenant sets up an AutoPay arrangement. |
| Maintenance Request | Receive a notification when a tenant submits a maintenance request. |
| Billing Alert | Receive a notification when a billing payment has not been made. |
| Lease Renewal | Receive notifications regarding upcoming lease renewals. |
| Accounting | Receive a notification when a previously closed accounting month is reopened. |
Configure Building and Portfolio Access
Once you have selected the appropriate alert types, you must also specify which buildings and/or portfolios the employee should receive notifications for.
Select the applicable buildings or portfolios associated with each alert.
STEP 5. SAVE YOUR CHANGES
Once you have finished configuring the alert preferences and associated buildings or portfolios, click Save to apply your changes.
The employee will now receive notifications based on the alert types and property selections configured.