Add occupiers to a sales or lettings property

Owned by Fiona Wilson, created
Sept 29, 2022
2 min read

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

When a property being sold/let already has tenants, details of current occupiers can be added to a property record

1. Add occupier(s) to property record

From a sales or lettings property:

  • In Relationships panel, click

  • Select Occupier

  • The contact search window is displayed - search for contact and double-click when found
    Or, if not found, click Add

  • The selected contact is added in the Relationships panel as an Occupier

  • Repeat the above steps to add all occupiers to the property

2. Display all occupiers & their contact details

Details of all occupiers can be displayed in one window along with their contact details

From Relationships panel:

  • Click contact icon to right of any occupier name

  • Details of all occupiers are shown

  • Select occupier on left to display their details on right

  • Icons on right offer options to send an email/text/call or copy the contact number/email address
    The ability to call/text is dependent on configuration

3. Display occupier contact record

An occupier’s contact record can be accessed from the Relationships panel

From Relationships panel:

  • Click occupier name

  • The occupier’s contact record is displayed

4. Remove occupier from property

Occupiers can be removed from a property record

From Relationships panel:

  • Hover over occupier name (as shown above)

  • To right of occupier name, click red cross icon

  • A prompt is displayed, click Yes to confirm