Managing References

In order to manage the references right click on the Tenancy form and select the 'Manage References' option as shown below:

The following screen will appear:

2.   Enter the date that the references were requested (click the calendar icon to choose the date).

3.   Use the ‘Save & Create Letters’ option to open up your letter pack allowing you to send correspondence at this stage if you need to. There is also a save icon in the right hand corner if you don't need to create reference requests.

As soon as you have received the References ensure you right-click and select “Manage References” again, and enter the received date. This will update the date field on the Tenancy details page tab.