Add a Tenant to a Customer, Company or Agent

Previous Lesson: Add Your First Customer

 

Search for the customer, company or agent.

You can search using the search option in the top left corner of the screen.

Click on the customers name to bring up their details.

Click 'Actions' on the right hand side of the screen and click 'New Tenant'.

NewTenant.png

A form will open allowing you to add a tenant to the existing customer, company or agent.

You do not need to type in a Name/Surname - if you leave it blank CommuSoft will enter 'Occupier' as the surname.

We do recommend that you enter as much information as possible. 

NewTenant2.png

Click Save and the Tenant is saved.

 

Next Lesson: Search for a Customer

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