PLEASE BE WARY WHEN DOING THIS IF YOU ARE USING LETTINGS FINANCE.  IF UNSURE, LOG A SUPPORT TICKET

If you ever need to remove a Landlord Record from a Property you can do this by following the steps below: 

N.B You cannot remove a Landlord that has 100% on the property so you will need to add a new Landlord first.  If you two or more Landlords assigned to a Property and need to remove one please scroll down to image three)   

1. On the Landlords tab of a Lettings Property click "Add a Landlord".  

2. If the Landlord is already on the system, use the Quick Search box to search for them, click on their name and they will be added to the Property.  

3. Or Click on the Add New Landlord icon to go through to the Landlord Wizard (see the Landlords section of the manual for more help on this).  

Once the New Landlord is added, follow the steps below to remove the one no longer needed: 

(If there is more than one Landlord already assigned to the Property:) 

1. Make sure that the Landlord you wish to remove has 0 in the split box and is NOT ticked to be the main Landlord.  

2. The Landlord you wish to remain on the Property needs to have 100% and be the Main Landlord.  

3. Click "Remove" next to the Landlord you wish to remove from the Property. 

4. Check the Landlord Names field is correct. 

5> Save the Property record.  

PLEASE DO NOT FOLLOW THIS IF YOU ARE USING LETTINGS

FINANCE.  PLEASE LOG A SUPPORT TICKET.  

If you are wanting to remove a Tenant from a Tenancy because they are moving out, it is always suggested that you end the current Tenancy and create a new Tenancy record containing the new Tenant.  

If you have added a Tenant onto a Tenancy incorrectly you can remove them by following the steps below: 

If your Tenancy status is PENDING then the Tenant can be removed by simply pressing the "Remove" button next to their name on the Tenants Tabs of the Tenancy Record.  

Then proceed to add the correct Tenant by clicking Add a Tenant at the bottom of this screen.  Making sure you correct the "Tenant Names" field if needed.  

If your Tenancy is Let: 

1. Right Click to open the Action Menu.  

2. Hover over Change Status. 

3. Click on Manual Status Change

4. This will open the Change Tenancy Status popup box.

5. From here select "Pending".  

6. Press Save.  

Reload the Tenancy by pressing F5 on your keyboard (cmd + R for Mac users) and then follow the first section to remove the Tenant.  

To insert a logo in to your HTML templates, you first need to open the master template. 

Go to Tools in the top menu, and open Configuration.

Under Output Configuration, select Templates.

Find the document you are going to work with, and click Edit

And then Edit Content

When the template opens, click the Image icon.

When Image Manager opens, click Upload.

And then Select, and find your logo on your local hard drive 

When your upload appears, click Upload

Your logo will display on the left hand side.  Select the image, and then click Properties.

Adjust the Width and Height to your required size (If you adjust the Width, you may find that the Height automatically adjusts; this will keep the correct ratios of your logo.)

NB 250px is roughly equivalent to 1inch.

Click Insert.

Save and Close

And then Save.

It is always a good idea to test new/edited templates before sending them to customers.

To test an HTML template, register yourself as a landlord and from your landlord record Richt Click> Outputs> Create A Letter / Email / SMS > and click on the template title. Once you have seen how to logo displays on the email, you can further adjust the size if needed.