Adding A Contact/Tenant
Last modified:
Select Contact from the left hand menu > Click the Green +
You can add a photo of the contact by clicking add photo on the avatar at the top
Name - Name of the contact *this is a mandatory field
Company Are they a supplier?
Tags - Is this contact a tenant? if they are, select tenant You can also type in your own tags
Email - Their Email address
Phone = Their Phone Number
Address - Their address
City -
Postcode
Notes - Any notes about the contact or Tenant
Status Active or Archived
If you have selected Tenant in the Tag field, once you have saved the contact, a number of additional tabs appear within the contact where you can enter details about their occupation, previous addresses, referees and contacts, right to rent details, any other information and also update their diary. The diary is a place for storing any conversations and communications you have with your tenant.
You can add a photo of the contact by clicking add photo on the avatar at the top
Name - Name of the contact *this is a mandatory field
Company Are they a supplier?
Tags - Is this contact a tenant? if they are, select tenant You can also type in your own tags
Email - Their Email address
Phone = Their Phone Number
Address - Their address
City -
Postcode
Notes - Any notes about the contact or Tenant
Status Active or Archived
If you have selected Tenant in the Tag field, once you have saved the contact, a number of additional tabs appear within the contact where you can enter details about their occupation, previous addresses, referees and contacts, right to rent details, any other information and also update their diary. The diary is a place for storing any conversations and communications you have with your tenant.
