Add/Change/Remove Location Tenant Wizard

Use the Add/Change/Remove Location Tenant Wizard to add a tenant, change a tenant or remove a tenant at a location.

 

Tips:  

 

Directions:

To add, change or remove a tenant from a location:

1.  From the Inquiry, load the location for which to add or change the tenant.

2.  Open the Add/Change Remove Location Tenant wizard.

a.  From the Location view of the Enhanced Inquiry, click Change Tenant .
Or, select Tools --> Wizards --> Add/Change/Remove Location Tenant.

b.  Or, from the Wizards menu of the Classic Inquiry, select Add/Change/Remove Location Tenant.

 

Add/Change/Remove Location Tenant Wizard Example

 

Field Details by Panel

Tenant ID

If there is a currently a tenant at the location, the tenant displays in the Tenant ID field.  Otherwise, Tenant is blank.

  • To add a tenant that does not have a customer account set up, click Wizard to create it.  Then, click Next to continue to the Create Customer for tenant steps.

  • To add or change to a new tenant that has a customer account set up, enter the customer ID or click Search to look for it.  Then click Next and skip to the Confirm Tenant Change step.

  • If you are removing the tenant at the location, clear the Tenant ID field, click Next and then, skip to the Confirm Tenant Change step.

 

Create Customer for Tenant

 

 

Customer ID

The system generated customer ID for the new tenant displays, but can be changed if needed.

Click Next to continue.

Enter Tenant Information

 

Add the tenant name and phone number information.  For details see the Create Customer Step 2.

Then, click Next.

Tenant Address

 

 

Enter the tenant billing address.  For details on entering information, see Create Customer Step 3.

Then, click Next.

Add Messages

 

 

Enter messages if applicable.  For details on entering information, see Create Customer Step 4.

Then, click Next.

Add Tenant Services

 

 

Click to select the service to set up.  After selecting the service, the wizard automatically moves to the next screen.  

Important:  If you skip setting up a service, it will not be billed.  

Add Service Information

 

 

Enter the appropriate services information.  For details on entering information, see Create Customer Step 6.

Then, click Next.

Add Services Information Screen 2

 

 

Continue entering services information.  For details on entering information, see Create Customer Step 7.

Then, click Next to continue.

Services Information Screen 3

 

Finish entering services information for the tenant.  For details on entering information, see Create Customer Step 8.

Then, click Finish to complete the service setup.

Add Additional Services

 

If there are additional services to set up, click to select the next service.  Repeat adding services until all services are set up.

When all services are set up, click Finish to move to the next step.

Finish Create Customer for Tenant Step

 

 

The new Tenant ID displays for your confirmation.  Click Next to continue to the next step.

Confirm Tenant Change Step

Adding a Tenant at Location Example

 

Removing Tenant from Location Example

If a tenant is being added to the location, the Current Tenant field will either show the old tenant (to replace) or be blank to show that there has not been a tenant previously.

 

If removing a tenant, the Current Tenant shows the old tenant and New Tenant should be blank as seen in the second example above.

 

Click Finish to complete the change.

Other Wizard Topics