Permitted occupier updates (adding from a contact, converting to a contact & storing date of birth)

Owned by Fiona Wilson, created
Last updated: Dec 06, 2021
3 min read

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

Two updates have been made relating to permitted occupiers as detailed below

  1. Adding a permitted occupier from a contact record
    An existing contact record can be used when adding a permitted occupier, plus a new contact record can be created from an existing permitted occupier
    A configuration option is also available to ensure a minimum age for contact creation

  2. Adding date of birth
    A permitted occupier's date of birth can be stored on the system
    A configuration option is also available to ensure the entry of this is mandatory

Further information on permitted occupiers is available here

1. Adding a new permitted occupier

From the tenancy record:

  • In the Additional Tenants / Occupiers panel, click 

  • Click New occupier name - see steps 2-3
    OR Select contact record - search for an existing record or, where one doesn't exist, a new contact record can be added - the contact will be added as an Occupier
    Jump to step 4

2. Add occupier details

This screen will be shown when choosing to add a New occupier name (outlined in step 1)

As well as entering the occupier name (and any notes), you can now add their date of birth and relationship details

  • Relationship enter a descriptive label for the occupier
    Entering this is optional - leaving the field blank results in a default description being added on clicking Accept (e.g. Occupier 1)

  • Enter their Name

  • Enter their Date of Birth

  • Use the Note field to add any additional information about this occupier (optional)

  • Click Accept

 

Your system can be configured to ensure that it is mandatory to enter a date of birth when adding permitted occupiers - click here to request this

3. Convert to contact

Converting an occupier to a contact can be carried out from the screen shown in step 2 or as follows

From the tenancy record:

  • Right-click over the occupier name and select Convert to contact
    A new contact record will be created and displayed - the occupier's name, address and date of birth (where entered) will already be completed

  • Add more detail to the contact record, as required

  • Click Save

 

A contact record should usually only be created for an occupier who is 18 or over - before converting an occupier to a contact, check the occupier's age (displayed on screen)

Your system can be configured with a minimum age for contact creation (e.g. 18) - click here to request this

4. Change tenant/occupier description

Descriptions added by default (i.e. Add. Tenant 1, Occupier 1 etc) can be edited

From the Additional Tenants / Occupiers panel:

  • Click into the description field
    A border is displayed around the description

  • Type your new description and press enter on your keyboard