Properties – Add a Tenant


Use this area to add Tenant details to the property if applicable. Note: The tenant must exist in the contact database. See - Add a new Contact (Person) or Add a new Contact (Company).

1.       Click on the Properties menu/function button.

2.       Click on the Properties option button.

3.      
At the top of the List of records area enter your search criteria in the Look for field. You may
search for a property using any of the Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as “Mid” or part of the word contents such as “gate”.

4.      
Click on the Find Now button.

5.      
The system will display all results in the List of records area below. 

6.      
Double left click on the property to display its details in the Active Window.

7.      
Select the Tenant tab.

8.       Click on the Name button & search for the Contact, if the contact is not in the system, click the
Add New button. 

9.      
Enter any Notes on tenant.

10.    
Enter the Weekly rent, the Yearly rent will calculate automatically once the weekly rent has
been entered. Alternatively, leave the Weekly rent field blank to only enter the Yearly rent amount.

11.    
Enter Bond amount if applicable.

12.    
Enter Lease term in number of months.

13.    
Enter the Lease start date using the Calendar drop down menu.

14.     Enable the Vacant check box if the property is vacant.

15.     
Enter the Date available using the Calendar drop down menu.

16.    
Enter any Lease term notes.


17.    
Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly