How to Set Up a Tenant Record

Summary:  Tenant records are maintained through Homeowners > Tenant Records.  Select the homeowner to add/edit a tenant record.  Lease Start and End dates will contribute to tracking in the Lease Action Type.

Navigate to Homeowners > Tenants to add or view a tenant record.

Click the + Add Tenant button to add a new tenant record.  Click the Edit button to make changes to a current tenant record.

Next, enter applicable tenant information in the appropriate fields.  Lease Start and Lease End dates will be utilized in the Lease action type which may be used to assist with lease tracking.  Click Update when complete.

To determine if a homeowner has a tenant associated with a property, view the Tenant field within the homeowner header.  Displayed below is the Homeowner Action Items page for Calvin & Grace Coolidge – we can see that Peter Pan is listed as a tenant.  To view the Action Items page for tenant, simply click the Tenant hyperlink (in this example click Peter Pan).

Clicking the Tenant quick-link will navigate to the Tenant Action Items page.