What's New with Tenants

Summary: This article will explain the recent changes to Tenants and how to create and edit your Tenants.

Tenants

The fastest way to access your Tenants is Homeowners > Tenants, which will display all Tenant information for a single property.

The top half of the page displays the Contact Info of the Property Owner/Homeowner. Note: All the information on the top half of the grid pertains to the Property Owner/Homeowner of the Lease.

The Tenant grid has been updated with our November 18th, 2021 Release!

Before

After

• The Tenant grid has the following options available:
  • +Add Tenant: Add a new Tenant.
  • View Leases: Switches from the Tenants grid to the Leases
  • Include Moved-Out: Tenants that have moved out will be included in the grid. Note: They are excluded by default.
  • Export This Association’s Tenants: Creates a CSV file containing all Tenant information from the current Association.
  • Export all Associations’ Tenants: Creates a CSV file containing all Tenant information from all Associations available to the user.
• The following default columns can be sorted, searched and/or filtered: (Note: Additional columns can be added as needed.)
  • Account #
  • Tenant: column will display the primary tenant and, if available, the secondary tenants.
  • Address
  • Primary Tenant Email
  • Move-In Date
  • Move-Out Date

• Each Tenant has the following options:
  • Edit: Opens the Edit Tenant form.
    
  • Delete: Deletes the selected Tenant.
    • Note: A confirmation message with the following prompt will appear:
      “Are you sure you want to delete this record?”
  • Select: Opens the Additional Info (Tenants) screen.
    
    
    • Note: This page has the exact same functionality as the regular Homeowner > Additional Info page, except that we've removed some of the unnecessary fields from the header that don't apply to Tenants.
    • The Lease Term will always display the most current lease.

Creating a Tenant

It’s important to note that a Lease doesn’t have to have Tenants applied to it and a Tenant doesn’t need to have a Lease. Each one can be created without any prerequisite action from the other.

1. Go to Homeowners > Tenants and select the + Add Tenant
   
2. On the Add Tenant form, only the following fields are required but the rest can be entered as needed:
   1. Primary Tenant Name: First and Last
   2. Move-In Date
      1. Move-Out Date is not required but it cannot be a date that's before the Move-In Date, otherwise you’ll receive an error message.
   3. Select the Save button and your new Tenant will be added to the grid.