Changing a landlord - no transactions

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC

If you need to change a landlord on a property, this is possible - but first, all transactions must be cleared before the landlord can be changed

This page outlines how to change a landlord where no transactions exist - click here for guidance on changing the landlord when transactions are involved

1. Check for outstanding payments

From Landlord Details screen, 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. Clearing the landlord

Go to the property record
Right-click over Landlord and select Clear this property's landlord

Dependent on security permissions, if in doubt, contact your manager

3. Adding the new landlord

After clearing the old landlord, click the Landlord link
The Search Landlords screen is displayed, use this to search for the required landlord
If not found, click Add to create new

This search is for landlord records only; to include contacts in the search, tick Include contacts (top of screen)

Changing a landlord - no transactions

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