Duplicate a Tenant
NAVIGATION: ACTIVITIES menu > Tenant Master
- Select the tenant by entering their Tenant Number or Last Name
- Tenant Number: select a tenant using their Tenant Number or leave this field blank and select a tenant using their last name.
- Last Name: select a tenant using their Last Name or use the Tenant Number field.
- First Name: When a valid tenant has been selected, their First Name will be displayed.
- Middle Initial: When a valid tenant has been selected, their Middle Initial or name will be displayed.
- If the file is in "read only" mode go to Quick Link > Unlock Tenant File. Select a Tracking Code and/or enter a modified description and click SAVE
Duplicate
- Go to Quick Links > Tools > Duplicate
- The Tenant Management Save As dialog box will appear
- Review the current tenant number
- Enter a new tenant number in the area, project, unit, and tenant fields.
- Remove Current Tenant When Complete: check this box if you want the current tenant removed from the system
- Click OK
- Verify the duplicated new tenant
- Verify the old tenant was removed if you checked the box
8/2023