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A configuration option is available which allows tenants on a current tenancy to be changed using the Tenant Change Wizard tenant change wizard - this includes removing tenants and swapping tenants
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In the situation where an additional tenant is leaving, no one is taking their place and the tenancy is continuing with the main tenant, the vacating tenant name can be removed - this functionality is already in place & does not require the configuration outlined here - click here for more information However, the functionality outlined below is useful to implement if removing and swapping tenants is a regular practice, as it is more friendly for the user, adds the information to the relevant journals, tenant start/end dates are updated/respected correctly across the system and it also offers the addition of using specific tenant swap templates when carrying out a tenant change |
1. Access | Tenant Change tenant change wizard From the tenancy, Additional Tenants / Occupiers panel:
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2. Tenant | Changes change wizard screen Use this screen to identify: |
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3. Activity Feed On the tenancy:
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4. Tenant names updated On the tenancy:
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Configuration option which allows tenants on a current tenancy to be changed using the Tenant Change Wizard tenant change wizard - this includes removing tenants and swapping tenants |