The Edit Person page allows you to see all of the information pertinent to a particular person or tenant, as well make changes to this information. The information pertaining to a person is organized across a number of tabs:
The General tab contains basic fields to store the person’s name, phone and email contact information, as well as some optional fields to store identification details – date of birth, drivers license, SSN (or SIN in Canada), etc. You can use these fields as you see fit; be sure to follow your jurisdiction’s laws regarding the collection of personally identfiying information.
There are a number of different ways to link a person to a lease in SimpleRent, but no matter what method you choose, Lease records will always show for any given person on this tab. The leases tab shows current (open, expired or not expired) leases on top, and closed/former leases on the bottom:
On this tab you can add a New Lease or open Lease Settings for a particular lease (see the Lease Settings section for more information about editing leases).
Person Files tab
Here you can upload files specific to this person. This is a good place to store tenant-specific information like scans of drivers licenses, signed copies of the application and lease agreement paperwork, etc.
Click the Upload File button to show the Select File panel:
Click the Browse… button and choose a file on your computer or device. Give the file a description (required) and then click the Upload button to start the upload process. Large files may take some time to upload to SimpleRent.
Files are displayed here and can be downloaded, edited or deleted:
Notes & Comments tab
On this tab you can add just about any free text comment or note that you’d like. This is a handy area to add reminders, commentary, or messags to other users on your account about the person.
Click the Add Comment button and enter your message/note into the Comment text box. Click Save when you are finished. Your entry appears in the list where it can be subsequently edited or deleted.
Residence History tab
Keep track of an applicant’s residence history including contact information for references here. You can create an entry for a particular date range, address, and contact reference.
Employment History tab
Add a person’s employment details here – you can create as many entries as you need and store From-To dates, employer name, and a reference/contact for the job & time period.
Often, people will have spouses, partners, family members, or roommates that may or may not be on the lease as a signing tenant. You should add every person that signs the lease in the system as a tenant (with an entry on the lease record), but for eveyone else you can just document them here as ‘occupants’. Add their name, relationship to this person/tenant, phone/contact info, and any comments you have.
Keep track of each vehicle your tenant owns/operates – fields include make, model, year, and plate number.
Store information about any pets this person might own or be responsible for. Fields include type of animal, name, breed, tag or license #, and a brief description.