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When a tenancy is at Arranging Tenancy status, the contact records of the main tenant, additional tenants and occupiers can be opened from the tenancy screen

Prior to this update, when a tenancy is at Arranging status only the main tenant and additional tenant applicant records could be opened while the tenancy was at Arranging Tenancy status

From an Arranging Tenancy:

  • An icon is displayed to the right of the Main Tenant name

    • Click to display the main tenant contact record

      Arranging tenancy - contact icon on main tenant.pngImage Modified

  • In the Additional Tenants / Occupiers panel, additional tenant and/or occupier names are displayed

    • Right-click additional tenant/occupier name and select Open contact
      This can be done on an occupier providing they have a contact record

      Arranging tenancy - right-click open contact option.pngImage Modified
Info

Click the Main Tenant, Additional Tenant or Occupier link to display the main tenant applicant record
When the tenancy status is Current, clicking a Main Tenant or Additional Tenant link displays their tenant record and clicking an Occupier link displays the occupier contact record (when the occupier is a contact)

Tip

For more information on permitted occupiers, including how to add a contact record as a permitted occupier and also how to convert an existing permitted occupier to a contact, click here:
Add permitted occupiers to a tenancy (when main tenant is a person)

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