Primary Tenant Leaving/Change Primary Tenant

🔄 Changing the Primary Tenant

If the current primary tenant is leaving, or you simply wish to assign a different tenant as the primary, follow these steps to update the records correctly:

✅ Step-by-Step Instructions

1. Prepare the Details

   • Note down the personal details of both the current and new primary tenant (e.g. name, mobile number, email).

   • You may find it helpful to jot these down temporarily for reference.

2. Update the Existing Primary Tenant Record

   • Locate the current primary tenant’s Contact record.

   • Click Edit.

   • Overwrite their personal details with those of the new primary tenant.

   • Click Save.

   • All tenancy and transaction history will now be associated with the new primary tenant’s updated Contact record.

3. Edit the New Primary Tenant’s Old Record

   • Find the original Contact record of the new primary tenant.

   • Click Edit.

   • Replace their personal details with those of the previous primary tenant.

   • Change their Status to Expired.

4. Unlink from Other Tenants

   • Go to the Advanced tab of the expired Contact record.

   • Click Linked to / Unlink to remove any associations with other tenants.