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. 

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