Enter & report on ID
This guide has been reviewed against our global client base and classed as relevant to all regions
Identity check information is stored in the contact record but can be entered on the applicant, vendor, tenant, landlord or contact screens - this information can be reported on using Power Reports
There are various configuration options for how ID can be entered, edited and updated, a configuration options section at the end of this page outlines these
Where required/enabled, the Identity Check screen also allows Landlord Registration and/or Right To Rent check information to be entered, these guides provide more information:
Log Landlord Registration information (UK only)
Right to Rent (RTR) ID check
Enter ID information
1. ID Check icon ID can be viewed/entered on an applicant, vendor, tenant, landlord or contact screen - shown top left of the record From applicant, vendor, tenant, landlord or contact:
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2. Add new primary & secondary ID details From the ID check screen (shown above):
From the Primary ID or Secondary ID field:
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3. Complete ID Check status (where required) The status of the ID check process is logged at the top of the screen
Once ID is saved as Successful, a Cancelled option may be made available |
Reporting on ID
ID check information can be reported on using Power Reports From main menu:
The ID Check sub-report is added to the contact report criteria:
To report on contacts where ID does not exist:
Example Running this report will return contacts from the current office that do not have any ID entered |
Configuration options & ID related processes
Available configuration options
ID related processes
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