Letting properties have a Tenancies widget to enable the recording of each separate tenancy. Each tenancy has its own document store to allow uploading of associated documents.

To add a new tenancy

Screen Shot 2015-09-10 at 15.52.34In the property details page, find the Tenancies widget and click the “Click here to add a new tenancy” button.

Fill in the name and address fields of the tenant. You can expand the Second Tenant section if this is a joint tenancy.

Creating a new tenancy adds a new contact record for the tenant.

Enter the lease details and save the tenancy.

To view current and past tenancies

Below the property summary box there is a Tenancies tab. Clicking this reveals a list of all past and current tenancies.

Clicking the tenant’s name in the Tenancies list takes you to the details of that specific tenancy.

 

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