The procedure to terminate an occupation episode for a rent agreement is as follows:
- Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address
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 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.
- Double-click on the row containing the specific agreement linked to the current occupation. The Agreement Details window is displayed.
- Click on Occupation. The Occupation tab is activated, revealing a list of all occupations associated with the agreement in the Occupant Groups summary table.
- Highlight the specific row matching the occupation episode to be terminated.
- Click on the Occupant Details section level pointer icon (
) to expand the associated details of the selected occupation.
- Enter the End date of the current occupation using the calendar icon (
), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
- Using the End reason drop-down field, select a parameter value to qualify the circumstances of the termination.
- Use the End notes field to add any contextual data that is relevant to the current occupation termination.
- Click on Save.
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.
See related topics...
Rents occupation management overview
To create a new occupation episode for a rent agreement
To record a decant episode for a rent agreement
To define the user profile
Using the search facility
