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.

In DoorLoop, you can add this information as part of a tenant's Notes section and then easily view this information for all of your tenants on a single report.

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.

Step 1

From the main menu, select People < Tenants. Find the tenant you want to view or edit and click on the name. You can either sort the list by the various columns and filters or use the search bar.

Step 2

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 three vertical dots icon in the top right corner and select Edit.

Step 3

In the Personal Info section, add the information you want to track in the Notes field.

Click Save when you are done adding notes for the tenant.

Step 4

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 Notes column to add this information to the report. You can also remove any other columns you don't need.

Step 5

If you frequently use this report with the Notes 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.

Did this answer your question?