FAQ - How to load a New Tenant Or Landlord to an Asset
This article will show you how to add a new contact (tenant or landlord) to the Asset details.
Go to Portfolio > Assets
Search the Asset using the search filed
Select View on the right
The Assets dashboard will open
elect the Add Contact option
Search the Contact if it already exists in the database
Click to create a New Contact
To create a New Contact fill in the details required and click on the Create option
The tenant or landlord will then be added.
Note: Ensure that the Current/New tenant or landlord is the Primary Contact on the system. This is identified with the little black circle with the tick mark in.
To make the new contact the primary contact > select the 3 dots on the right and choose the 'Make Primary' option.