To add a guarantor to a rent agreement

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The procedure to add a guarantor to a rent agreement is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the row containing the specific agreement to be endorsed by the guarantor. The Agreement Details window is displayed.
  5. Click on Episodes. The Episodes tab is activated, revealing a list of all episodes associated with the agreement in the Episodes summary table.
  6. Highlight the desired row containing the specific episode against which a guarantor will be linked.
  7. Click on the Episode Details section level pointer icon () to expand the associated details of the selected episode.
  8. Select the Guarantor for the agreement using the spy-glass icon (). The Add Guarantor window is displayed.
  9. Enter sufficient contact or contact group details into the search fields provided and click on Search. The Add Guarantor window is displayed, returning all possible matches.
  10. Activate the Select tick box against the row containing the exact record match or use Refine Search to enter alternative criteria.
  11. Click on Confirm 3. The name of the guarantor is displayed in the corresponding field.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only one contact or contact group can be linked as the guarantor to an agreement episode at any one time.


See related topics...

Rents agreement management overview

To define the user profile

Using the search facility