When you have added a tenant/ landlord you can add contact details for them, for example; guarantors, pre-tenancy/previous addresses or permanent addresses.
You can search for the Person e.g. tenant using the Quick search bar, or by clicking onto the Lettings tab and clicking onto the Tenants button.
Once you have opened up the persons profile, click "Addresses" on the left hand ladder.
Then go to Add Contact on the right hand side.
A screen will pop up which will allow you to select the contact type you would like to add (for example: pre tenancy, guarantor etc) and then you will need to select Add Contact in the bottom right corner.
Once you have clicked Add Contact, the pop up will change and you can enter in the details of the contact you are wanting to add. Then when you have finished that you will again just need to select Add Contact in the bottom right corner.
Please note that the personal details e.g. name, email and phone number are not required for contact types that are pre/post tenancy or a permanent address.
You can set a valid to-from date on this screen, if the individual provides more than one contact address for that type.
Comments
0 comments
Article is closed for comments.