How to create a Landlord / Property owner or Tradesperson contact and account

Contacts that are linked to a business also require an account to be set up, this would include a landlord or tradesperson. See here, for more about accounts vs. contacts. When setting up a property in Zavanti, an account and contact must be applied.

Note: The same guidance can be used when setting up a tradesperson or a property owner.

Create the Contact

1. Click on Contacts under People to view all current Contacts or Clients.
   
   
   
2. To create a new contact/client, click + New button in the menu.
   
   
   
3. Choose Contact Type = Property Legal Owner.
4. Add all your information on the SUMMARY tab.
5. Save & Close.

Create the Account

1. Click on Accounts heading under People.
   
   
   
2. Click + New at the top.
3. Add the account name.
   Note: This would be the name of the business or if a private landlord this may be the same name as the contact previously created.
4. Add contact and bank details.
5. In the PRIMARY CONTACT field, use the magnifying glass to find the contact you created earlier.
   
   
   
6. Save the record at the top.

Link the contact and account

1. Click on Contacts under People to view all current Contacts or Clients.
   
   
   
2. Use the search bar to find the contact you are wanting to link to an account.
   
   
   
3. Double click to open the contact.
4. Click on the contact's profile, to see a table listing all the accounts where this contact is the main point of contact or the primary contact person.
5. Use the Parent field, apply the account that is listed in the table. This creates a two-way link for the account + contact.
   
   
   
6. A Landlord / Property Owner contact should look like below