How to Add a New Tenant

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

Navigate to the Homeowners > Homeowner Profile > Tenants/Leases > Tenants subtab to add or view tenant information.

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

Next, enter applicable tenant information in the appropriate fields. 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 Profile page for Nellie Bertram – we can see that there are several tenants listed.  

To view the Action Items page for tenant:

1. Click the Tenant names hyperlink.
   The Tenants subtab displays.
   
   
    

2. Click Select next to the specific tenant.
   The Homeowner profile for that tenant displays. 

3.  Click the Action Items subtab.
   The action items for that person display.

Exporting Tenant Info

It is also possible to export Tenant info for a single Association or Across all Associations using this screen. On the Homeowners > Homeowner Profile > Tenants/Leases > Tenants subtab, click either of the following options, shown below, to have an excel export of all available tenant information:

-Export this Association's Tenants

-Export all Associations' Tenants