How to Add a New Resident
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The system only allows one ACTIVE Resident Detail at a time. In the event there is an Active resident scheduled to vacate and a new one already scheduled to move in; you must change the status of the resident vacating to Pending to allow a new resident to be added. The Property Detail screen will show both residents for access.
You can, however, add a secondary Resident in the current Active Resident Detail.
Getting to the Resident Detail Screen
From the Tree View:
- Expand Resident
- Select Residents
- Enter the Street Name for the property you wish to add a Resident for
- Then click SEARCH
- Click on the Property Detail Link from the generated list
Add a New Resident in Property Detail
From the Property Information/Detail Screen:
- Click New Resident under Residents section
Resident Detail Layout
- Enter the resident(s) Detail and Contact Information, then SAVE.
- If there are more than two residents, continue with additional residents under the Secondary Resident Information, then click ADD.
- Enter the Rental Information and SAVE.
File Cabinet:
4. This section is to upload your scanned documents related to the resident’s application, holding deposit, lease agreement, move in information, modifications, etc,
Historical Notes:
5. This section is for a specific notation pertaining to this resident and will not be logged on the main Note History.
Notice History:
6. This sections tracks all violations and late notices issued to the resident.