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 the 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 the tenants name in the search box.
3. Select the person.
4. Go to the "Add Tenancy" tab.

5. Search for the property in the search box.

6. Find the property in the list then select "Create Tenancy".

7. Enter tenure in the drop down and state the date, then select "Create Tenancy".