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Linking tenant units

JulieAJulieA INRegistered User ✭✭✭
What is the procedure to link tenant or unit.  Tenant had unit.   In Lead to Lease the tenant was added again instead of searching the database.  I know there are hot keys for this but don't remember.  I assume I do it in Company, Unit & Tenants, Add/Edit Tenants.

Comments

  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    edited August 2018
    Company<utilities<Control/shift/T

    Then transfer the ledger button will appear.... find them on the list on the next screen and complete it
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Just for clarification, you have to select the correct unit on the left... then select the correct tenant on the right. Then complete the transfer.
  • JulieAJulieA INRegistered User ✭✭✭
    Thank You!
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    skinman said:
    Company<utilities<Control/shift/T

    Then transfer the ledger button will appear.... find them on the list on the next screen and complete it
    skinman said:
    Just for clarification, you have to select the correct unit on the left... then select the correct tenant on the right. Then complete the transfer.

  • websterbwebsterb KYRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭
  • paschnpaschn NARegistered User
    edited February 12
    Very succinct answer - However, when I simultaneously click the three, nothing happens, no button appears..

    UPDATE! Out of frustration, I clicked the three in rapid succession and +/- third "smack" it appeared. Thanks!
  • jayjayjayjay TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Great advice.  Don't forget that you can do a search in the training program.  I do this often and have created a "How To" file in Word.  I print and scan the concise info I need and then file it for quick reference for myself and others in the office.  This is really helpful for me with tasks that don't happen often.  ie: correcting a payment, changing a due date, linking units, etc.
  • jayjayjayjay TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Great advice.  Don't forget that you can do a search in the training program.  I do this often and have created a "How To" file in Word.  I print and scan the concise info I need and then file it for quick reference for myself and others in the office.  This is really helpful for me with tasks that don't happen often.  ie: correcting a payment, changing a due date, linking units, etc.
  • jayjayjayjay TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Great advice.  Don't forget that you can do a search in the training program.  I do this often and have created a "How To" file in Word.  I print and scan the concise info I need and then file it for quick reference for myself and others in the office.  This is really helpful for me with tasks that don't happen often.  ie: correcting a payment, changing a due date, linking units, etc.
  • jayjayjayjay TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Great advice.  Don't forget that you can do a search in the training program.  I do this often and have created a "How To" file in Word.  I print and scan the concise info I need and then file it for quick reference for myself and others in the office.  This is really helpful for me with tasks that don't happen often.  ie: correcting a payment, changing a due date, linking units, etc.
  • jayjayjayjay TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    WOW!  Don't know HOW that happened!  OR... how to delete the duplicates!  Sorry! :s :s
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    You can say that again!
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