Linking tenant units

JulieA

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.

skinman

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

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.

JulieA

Thank You!

Sue_C

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.

websterb

@L_Greenwell

paschn

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!

jayjay

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.

jayjay

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.

jayjay

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.

jayjay

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.

jayjay

WOW!  Don't know HOW that happened!  OR... how to delete the duplicates!  Sorry!

skinman

You can say that again!