To view rent agreements for a contact

The procedure to view rent agreements for a contact is as follows:

Using the global search facility, type in the first few characters of the contact 1.
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 ().
Click on Contact Details.The Contact Details window is displayed for the current contact.
Click on Agreements. The Agreements tab is activated, revealing a list of all agreements associated with the contact in the Agreements summary table. Certain fields are worthy of special note and are captured in the table below 2.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.

Field	Description
Agreement	The unique reference for the rent agreement.
Start	The date on which the rent agreement commences.
End	The date on which the rent agreement expires, if relevant.
Contact Group	The name of the contact group linked to the agreement.
Responsible	The individual members of the linked contact group identified as responsible for the rent agreement.
Category	The classification of the agreement e.g. Residential, Residential Rented, Residential Non Rented, Non Residential.
Type	The categorisation of the agreement e.g. Tenancy, Starter Tenancy.
Asset	This field denotes whether an asset is associated with the agreement.
Termination	A description to provide contextual qualification in circumstances where the agreement was terminated in advance of the end date.
Balance	The total amount of current rent payable on the asset or service, in accordance with the agreement.
Tenure	The arrangement under which the tenant occupies the asset within the terms of the agreement e.g. Assured, Secure, Fixed Term, Licence.
Sundry Type	The sundry type associated with the agreement (where applicable) e.g. Court Appearance, Grass Cutting, Meals On Wheels, etc.
Notice	The proposed end date for the agreement where notice has been served.

See related topics...

To create a new rent agreement for an asset

To create a new contact

To add a new contact group

Using the search facility