Add occupiers to a sales or lettings property

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

When a property being sold/let already has tenants, details of current occupiers can be added to a property record

1. Add occupier(s) to property record

From a sales or lettings property:

In Relationships panel, click
Select Occupier
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
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:

4. Remove occupier from property

Occupiers can be removed from a property record

From Relationships panel:

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