How to replace a tenant on a tenancy

Modified on Wed, 20 Mar 2024 at 08:48 AM

There will be times when a tenant on a tenancy leaves and is replaced.   There are two option or a combination of both can be used

  1. Simply mark on the tenant card that they have left and the new tenants card they have moved in
  2. Delete the tenant permanently


Simply mark on the tenant card that they have left


 


Delete the tenant permanently

Step 1- Delete existing tenant Ensure that the tenant being removed is not the main tenant. If it is then set one of the other tenants as the main tenant and then delete.

  

The result of this deletion will be as follows:

  1. When a tenant in a tenancy is attached to a guarantor, then the guarantor is also removed
  2. When a tenant in a tenancy has a recurring charge attached to them  then the recurring charge is disabled
  3. When a tenant is deleted on a tenancy it is added to the activity log along with the switching off of the recurring charge

  All three of the above are displayed on the activity log of the tenancy



Step 2 - Add new tenant


 

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