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If you need to change a landlord on a property, this is possible - but first, all transactions must be cleared before the landlord can be changed
This page outlines how to change a landlord where no transactions exist - click here for guidance on changing the landlord when transactions are involved
1. Check for outstanding payments - From Landlord Details screen, click Transactions to ensure there are no outstanding payments to be made
- If the screen is blank, then the landlord record can be removed from the property safely
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2. Clearing the landlord - Go to the property record
- Right-click over Landlord and select Clear this property's landlord
Dependent on security permissions, if in doubt, contact your manager
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3. Adding the new landlord - After clearing the old landlord, click the Landlord link
- The Search Landlords screen is displayed, use this to search for the required landlord
If not found, click Add to create new
This search is for landlord records only; to include contacts in the search, tick Include contacts (top of screen)
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