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Contacts

  • How do I add a new Landlord?
  • How do I add an Applicant/Tenant?
  • How do I add a Guarantor?
  • How do I change ownership of a Property?
  • How can I add a float or retain all on a Landlords account?
  • How do I create a new Rightmove Landlord and Tenant Service tenant reference order?
  • How do I view and track Rightmove Landlord and Tenant Service applications?
  • How do I create a Tenant reference order for a new Tenant on an existing Tenancy?
  • Can I link a document to a record?
  • How can I show or hide notes on a contact record?
  • Can I set all my records to email?
  • How can I record consent preferences for GDPR?
  • How can I view GDPR consent preferences?
  • Can my contacts automatically update their GDPR consent preferences?
  • How can I report on contact’s consent preferences
  • Can I remove the consent preference link for correspondence for contractors and guarantors?
  • Why do we not record GDPR consent preferences for all communication?
  • How can I comply with a GDPR portability request?
  • How can I comply with a GDPR personal information request?
  • How can I delete records we no longer need?
  • Expire and delete Applicants
  • Why can’t I Anonymise a record?
  • Can I Anonymise or delete records in bulk?
  • Can I recover and relocate redundant files for Anonymised records?
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