Add a Tenant and Tenancy

This article will walk you through how to add a tenant and a tenancy on the Estates module. 

TABLE OF CONTENTS

• Add a Tenant
• Add a Tenancy

Add a Tenant

To add a tenant, please follow these steps:

1. Go to 'Tenant' in left hand menu. 
2. Click green button with a '+' sign (add new client) 
3. Enter name, NI and DOB
4. Press 'create client'

You will then want to add further information and create the household. To do this :

1. Select 'Tenant' tasks from the blue tabs
2. Use the tasks set up for 'People', 'Address' and 'Contact information' to complete the tenants information

Note: The task set up shown below may be different to your configuration.

Add a Tenancy

To add a tenancy to a tenants file, please follow these steps:

1. Go to Tenant in left hand menu.
2. Search tenants name in search box
3. Select person from left
4. Go to ‘Add Tenancy’ tab

5. Search for property in search box

6. Find the property in the list then select ‘Create Tenancy’

7. Enter tenure in drop down and state date and select ‘Create Tenancy’