Permitted or licenced occupier role shown on contact record

Owned by Fiona Hardy, created
Last updated: Jul 18, 2024
2 min read

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

Available from version 12.189

When a contact is a permitted or licenced occupier on a tenancy, this is now shown on the contact record as a role
Prior to this release, when viewing the contact record there was no record of the contact being a permitted/licenced occupier on a tenancy

This update provides more accurate information when viewing roles on the contact record where the contact is a permitted/licenced occupier

From tenancy:

  • Any permitted or licenced occupiers are displayed in the Additional Tenants / Occupiers panel
    (existing functionality)

    Permitted occupier in tenancy.png

When viewing the contact record of a permitted or licenced occupier:

  • The Activity panel shows they are a permitted/licenced occupier on a tenancy
    Prior to this release, this would not be shown - therefore using the example below, only the Lettings Applicant role would have been shown

    Permitted occupier role on contact record.png

For more information on permitted or licenced occupiers on a tenancy, click here:
Licenced & permitted occupiers

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