Page Comparison

1. Access tenancy

From the tenancy record:

• In Additional Tenants / Occupiers panel, click  icon and select the required option

  • To add a New occupier name - see steps 2-3

  • To add a New occupier from contact record - search for an existing record
    Where one doesn't exist, a new contact record can be added - the contact will be added as an Occupier - skip tostep 4

    

2. Add permitted occupier details

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

• In Relationship field, enter a descriptive label for the occupier
  This is optional - leaving the field blank results in a default description being added on clicking Accept (e.g. Occupier 1)

• Enter their Name and Date of Birth

• Use the optional Note field to add any additional information about this occupier

• 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

  

5. Add occupier details to a letter

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