Add occupiers to a sales or lettings property

1. Add occupier(s) to property record

From a sales or lettings property:

• In Relationships panel, click

• Select Occupier

  Open

  

• The contact search window is displayed - search for contact and double-click when found
  Or, if not found, click Add

• The selected contact is added in the Relationships panel as an Occupier

  Open

  

• Repeat the above steps to add all occupiers to the property

2. Display all occupiers & their contact details

Details of all occupiers can be displayed in one window along with their contact details

From Relationships panel:

• Click contact icon to right of any occupier name

• Details of all occupiers are shown

• Select occupier on left to display their details on right

• Icons on right offer options to send an email/text/call or copy the contact number/email address
  The ability to call/text is dependent on configuration

3. Display occupier contact record

An occupier’s contact record can be accessed from the Relationships panel

From Relationships panel:

• Click occupier name

• The occupier’s contact record is displayed

4. Remove occupier from property

Occupiers can be removed from a property record

From Relationships panel:

• Hover over occupier name (as shown above)

• To right of occupier name, click red cross icon

• A prompt is displayed, click Yes to confirm