Updates to process for adding a new tenancy/offer & changing tenancy type

1. Updates when adding a new tenancy/offer

When adding a new tenancy/offer on a lettings property, updates have been made to the final step of the process:

• Rent value from the property is carried across to the Amount

  • If no amount is added, the new tenancy/offer cannot be saved

• Default tenancy Type is set but can be changed

  • If no default tenancy is set (via configuration), the type will be blank

  • A tenancy type must be set in order to save the new tenancy/offer

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1a. Configuration difference when adding a new tenancy offer

When adding a new tenancy offer:

• Tenancy Details may display as shown below
  This is dependent on configuration

• Where this applies, although the process is slightly different and allows the offer Status to be logged, the notes in step 1 are still applicable - i.e.:

  • Rent value from the property is carried across to the Amount

    • If no amount is added, the new offer cannot be saved

  • Default tenancy Type is set but can be changed

    • If no default tenancy is set (via configuration), the type will be blank

    • A tenancy type must be set in order to save the new offer

    Open

    

2. Changes to tenancy type logged in tenancy Activity Feed

From tenancy Activity Feed:

• Changes to the Type are logged

• Changes are logged as a Management Note and include details of what was changed, who made the change and when (date/time)

In this example, a change from Assured Shorthold to Short Let has also resulted in a changed to the Periodic status of the tenancy (therefore this is also logged)

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