Versions Compared

Old Version 16

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

...

1. Adding a tenant or an occupier to a tenancy

Tip

See notes at top of this article regarding the difference between an occupier and a tenant

From tenancy:

  • The tenant name (i.e. the company applicant) is shown in the Company panel

  • Additional Tenants / Occupiers are shown in the panel below

To add further occupiers or tenants

  • From Additional Tenants / Occupiers panel, click (plus) icon

  • Select option to add New tenant or New occupier

2. Add occupier details to a letter

Merge fields which will pull the occupier names 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

    Permitted occupier fields in LTE.png
Tip

For information on adding a permitted occupier to a tenancy (where the main tenant is a person), click here: Add permitted occupiers to a tenancy (when main tenant is a person)

From version 12.189+, permitted/licenced occupier roles are shown on the contact record, as outlined here: Permitted or licenced occupier role shown on contact record

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
typepage
reversetrue
labelssales_lettings_rnote_12_108 12_108
cqllabel = "tenancy" and type = "page" and space = "RW"
Excerpt
hiddentrue

When a tenant is a company, you can add licenced occupiers to the tenancy

...