Page Comparison

Ensure ID information is recorded

ID can be entered via the contact or via a role record - once entered, it is shared across all roles the contact has - from the contact/role:

• Click Identity Check (top left, under name)

• Click Add New andcomplete the required fields
  Dependent on configuration, may need to click New ID Check

  

Ensure Right to Rent checks are recorded

Right to Rent check information can be entered via the contact or via a role record - once entered, it is shared across all roles the contact has - from the contact/role:

• Click Identity Check (top left, under name)

• Click Add New andselect Right to Rent Check