Page Comparison

1. Access tenancy

From the tenancy record:

• In Additional Tenants / Occupiers panel
  
  
• Click  icon and select the required option
  
  
• New occupier name 
  See steps 2-3
  
  
• New occupier from contact record
  Search for an existing record or, where one doesn't exist, a new contact record can be added - the contact will be added as an Occupier
  Jump to step 4

2. Add permitted occupier details

This screen will be shown when choosing to add a New occupier name (outlined in step 1)

• Relationship enter a descriptive label for the occupier
  Entering this is optional - leaving the field blank results in a default description being added on clicking Accept (e.g. Occupier 1)
  
  
• Enter their Name
  
  
• Enter their Date of Birth
  
  
• Note could be used to explain why they are a permitted occupierUse the Note field to add any additional information about this occupier (optional)
  
  
• Click Accept

3. Convert to contact

Converting an occupier to a contact can be carried out from the screen shown in step 2 or as follows

From the tenancy record:

• Right-click over the occupier name and select Convert to contact
  
  A new contact record will be created and displayed - the occupier's name, address and date of birth (where entered) will already be completed
  
  
• Add more detail to the contact record, as required
  
  
• Click Save
  

4. Change tenant/occupier description

Descriptions added by default (i.e. Add. Tenant 1, Occupier 2) can be edited

From the Additional Tenants / Occupiers panel:

• Click into the description field
  
  A border is displayed around the description
  
  
• Type your new description and press enter on your keyboard

Merge fields which will pull the occupier name(s) into a letter are available

• If you have access to the Letter Template Editor, these fields can be found in the Tenancy section, for example All Occupier Names