Change landlord (no transactions)

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

Before changing a landlord on a property, all transactions must be cleared

1. Check for outstanding payments

From landlord:

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

2. Clear current landlord

From property:

3. Add new landlord

Click Landlord
The Search Landlords screen is displayed, use this to search for the required landlord
Double-click when found - the landlord will be added to the property
If not found, click Add to create new

This search is for landlord records only - to include contacts in the search, tick Include contacts

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