Landlord records are used to determine ownership of Properties and capture additional information about the organisation.
The Landlords option in the explorer displays a list of all the landlord records in the system.
After clicking a blank form is displayed to allow the entry of the new landlord’s details.
The mandatory fields that need to be completed before you can save a new landlord will depend on your specific system configuration.
Item |
Details |
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Displays a list of all addresses that match the entered postcode |
Business address |
If the postcode lookup identifies the selected address as a business, then this field is set automatically |
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Displays a map showing the properties location. This is only available if the address has been completed through the address lookup function |
Show on Property form |
Determines if this landlord record is allowed to be allocated to Properties through the Landlord dropdown on the Property form |
Associated teams |
Displays all teams associated with this landlord |
Displays all Alerts, Notes and Actions assigned to the landlord. Further details on the functionality can be found here - 5. Notes, Alerts & Actions
All history related to the landlord is displayed on this tab.
Item |
Details |
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Jump to a specific month |
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Filter the list to show a different selection of events |