Page Comparison

1. Adding a new permitted occupier

From the tenancy record:

• In the Additional Tenants / Occupiers panel, click 

Image Added

• Click New occupier name - see steps 2-3
  OR Select contact

• record - search for an existing record or, where one doesn't exist, a new contact record can be added - the contact will be added as an Occupier
  Jump to step 4
  

2. Add occupier details

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

As well as entering the occupier name (and any notes), you can now add their date of birth and relationship details

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

• Enter their Name
  

• Enter their Date of Birth
  

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

• 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 1 etc) 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