Permitted occupier updates (adding from a contact, converting to a contact & storing date of birth)
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.123
Two updates have been made relating to permitted occupiers as detailed below
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 creationAdding 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
1. Adding a permitted occupier from a contact record Follow the instructions in this guide on how to add a permitted occupier, click here: From tenancy:
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2. Configuration option Your system can be configured to ensure that it is mandatory to enter a date of birth when adding permitted occupiers  If this is not set up on your system, Enterprise clients can click here to request this |
3. Convert current occupier to a contact Converting an occupier to a contact can be carried out from the screen shown in step 2, or as follows From tenancy:
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) |
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