Purpose
The “Tenants” screen displays individuals linked to a lease as a tenant or accepted from an application, in order to serve as a single file where a tenant panel gathers their “Leases”, “Payments”, “Incidents”, and “Documents”, which enables you to answer a question without navigating through multiple screens.
The list also indicates, for each person, the current lease and the status of their “Tenant portal” (“Open” or “Closed”).
Where to find it
- Letting
- Tenants
The “File” button opens the tenant panel.
Steps
- Click “New” to create a record using the “New tenant” form, making sure to fill in at least the “Name”.
- Complete the “First name”, “Email”, “Telephone”, and “Language”, because the language determines the language used for letters and emails sent to the tenant.
- Open the file with “File” in order to consult the person's leases, payments, incidents, and documents.
- Click on a row in the “Leases” or “Incidents” block to directly open the corresponding lease or maintenance record.
- Use “Invite to the portal” to grant the tenant online access to their file.
Good to know
- A contact record added to a lease with the “Tenant” role is automatically classified among the tenants.
- The displayed documents include those from the record and those from the tenant's leases, particularly rent receipts, reminder letters, and guarantee release letters filed by REOS.
- Without an email address, the portal invitation is impossible and the panel displays “This record has no email address.”.