In the Client Hub the tenant card displays the information for each individual tenant. The Information includes Shortcuts for action icons such as the Document Centre, a shortcut to the tenant ledger and much more.
The communications log and tenants preferred method of contact will be displayed.
If your agency is using OurProperty Payments, the payment method and any relevant EDDR forms/ account details will be saved in here.
To display more sections of the tenant card that you may currently have no information in, but wish to use, click the pen and paper icon highlighted here in the top right image. The tenant card will then display all available data entry points even if they are currently unused/ empty. The Screen shots below show an example of a tenant card that has had the EDIT icon selected.
Any changes that are made, remember to click the SAVE icon located in the top right hand corner of the tenant card.