Overview
You might want to view extra information for all your tenants in a single report. For example, information on pets or a list of all tenant vehicles might come in handy.
The Steps
You can add this information when you create a tenant as part of creating a new lease, or you can add it to the tenant after the fact. These steps will go through adding the information to a tenant after they have already been created.
Adding additional tenant information
To add additional tenant information, click People on the main menu and then click Tenants.
Find the tenant you want to view or edit and click on the name.
This brings you to the tenant Overview tab which quickly shows you information about the tenant.
You can click on any of the + Add New links in the information sections to add or edit information for the tenant.
(If all the information is filled in and there aren't any links, click on the blue 3 dots icon in the top right corner and select Edit.)
In the Personal Info section, add the information you want to track in the Notes field. (This will appear in the Memo section on Tenant Reports.)
Use the additional tabs to add other information, such as Emergency Contacts, Pets, Vehicles, and Dependants.
Click Save when you are done adding additional information for the tenant.
Viewing tenant notes in tenant reports
To find the report you can use to view the notes information, go to Reports and select the Current Tenants report.
Click on the three vertical dots on the right side of the report columns and turn on the Memo column to add this information to the report. You can also remove any other columns you don't need.
If you frequently use this report with the Memo column added, you can actually use your browser to bookmark the report with the column added, and then use the browser bookmark whenever you need this report.