Add Occupancy Owners and Contacts

You should add occupancy contacts if possible. Occupancy contacts can be owners, occupants, or keyholders.

Note: If you want to list occupants for the occupancy record, add occupants to the Owners & Contacts section.

1. From the File menu, select the Occupancy Management option Occupancies and Preplans option.
2. (If the Occupancy form is displayed) Press Browse (or Ctrl + O), select the record from the list, then press OK.
3. (If the Query form is displayed) Select the record from the list, then press OK.
4. Click the Owners & Contacts tab.

5. Press Add.

   The Contact Detail form is displayed.

6. At a minimum, complete either Last Name or Business name.

7. Enter a Date Out value if the contact record is no longer active for the occupancy.

   When a Date Out is specified, the contacts can be filtered from the list of contacts on the Owners & Contacts section.

8. Complete remaining fields and sections as needed, then save and close form.