Working with tenant records

• Find and update a tenant's information

  Find a tenant, read their Overview, and update their name, contacts, addresses, documents, notes and custom fields on the Details tab.

• Log tenant communications

  Keep a dated record of calls, emails, requests and notices for a tenant, with a status and a follow-up date.

• Tenant portal access and notifications

  Give a tenant portal access, choose the features they can use, send or resend the invitation, lock their account, and choose which automatic notices they receive.

• Tenant ledger and payment history

  See everything billed to and paid by a tenant — the running ledger, their invoices, payments and credits — and email or print invoices.

• Terminate a tenant

  End a tenant's lease, settle their credits and open balance, and mark the unit vacant.