Top 5 Pendo Power Tricks
Most of us have found “easter eggs” (hidden’ stuff) in tech products, like secret features on our smartphones or a secret level/cheat in a game. Similarly, there’s some lesser-known (but wickedly powerful) functionality in Pendo – designed to make your life easier and increase your overall productivity.
Our team put together our “Top 5 list” of favourites, starting with #5.
#5. Transaction Sorting Options
Have you noticed the small triangle icon next to each column header in the Transactions section of your Payments page? It’s a button. Click it to sort Transactions by column!
#4. Filter Data by Unit
Stop scrolling! Speaking of Transactions, you can also filter Transactions by property and/or unit on your Payments page. Combining this and the sorting method in #5, you could have two layers of filtering.
Similarly, you may also filter your financial data on the Reports page:
#3. ‘Find As You Type’
Pendo Landlords who have 10+ tenants know the frustration of scrolling and locating the intended person when creating a Lease. Good news – we’ve recently incorporated type-ahead to save you some time!
#2. Expand Category Under Reports
The collapse option in Reports allows you to expand/close the main categories (Income, Expenses, and Deposits) as well as the sub-categories under each main category. It largely enhances the flexibility of your financial reports and gives you a better view on your preferred level.
#1. Property List View – See all Properties and Units at a glance!
To access the expanded Property/Unit list view, click the List View Button on your main Properties page.
You’ll now see individual Properties and their Units’, and access/delete/archive Units – with fewer clicks.
As always, let us know what you’re up to. We love to hear how savvy landlords are using Pendo to stay organized and make their lives better.
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