Page Comparison

1. Add reference and/or guarantor

At arranging a tenancy stage, tenant details are held on an applicant record, therefore the applicant screen is used to create the links to the references/guarantors
In this example, the tenancy will have three tenants

From applicant, Relationships panel:

• Click and select References / Guarantors

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• In References or Guarantors panel, double-click Add

  

• The Search contacts screen is displayed - search for the required contact
  If not found, click Add to add a new contact record

• The Reference/Guarantor screen is displayed with the selected contact details added

  • For a reference, see next step

  • For a guarantor, see step 3

2. Create link to tenant on reference

From Reference:

• Click Linked contact
  
  The tenant names from the applicant record are displayed
  

• Select the tenant name who the reference is for

3. Create link to tenant on guarantor

From Guarantor:

• Click Linked contact

  
  The tenant names from the applicant record are displayed
  

• Select the tenant name who the guarantor is for

3. Reference/guarantor linked to tenant

• The References/Guarantors screen shows details of the reference/guarantor references and guarantors added with the linked tenant name shown in brackets
  In this example, all three tenants have individual reference details entered and one tenant has a guarantor added so far

  

• The Relationships panel on the applicant record also shows this information

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  details of the references and guarantors added with the linked tenant name shown in brackets
  Click the Reference/Guarantor link/icon for a shortcut to the References/Guarantors screen (shown above)

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