13. Landlords

13. Landlords


Landlord records are used to determine ownership of Properties and capture additional information about the organisation.

Landlords list

The Landlords option in the explorer displays a list of all the landlord records in the system.


Adding a new landlord

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


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


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

The address and contact details stored against a Landlord are automatically added to the Address record when an applicant accepts an offer on one of their properties.

Notes & Actions

Displays all Alerts, Notes and Actions assigned to the landlord. Further details on the functionality can be found here - 5. Notes, Alerts & Actions 

Files/Logos

Displays all Files linked to the landlord. Further details on the functionality can be found in 24. Files. 

History

All history related to the landlord is displayed on this tab. 


Item

Details


Jump to a specific month


Filter the list to show a different selection of events



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