To change the lead property in a Statement group or room group, please follow the steps listed below:
Navigate to Lettings properties > Manage grouped properties > Statement groups or Room groups
Click the edit pencil against the group you would like to change the lead property for.
Within the lead property dropdown, select the new lead property
Review
When changing the lead property in a statement group, you will have the option of whether past statements (generated against the old lead property) should be copied across to the new lead property.
a. Selected - Past statements will be copied across and can be accessed through the view uploaded files section of the new lead property
b. Unselected - Past statements will not be copied across and can only be accessed through the view uploaded files section of the old lead property
As an optional step, the landlord payment date against the new lead property of the statement group can be updated by following the steps below:
Navigate to Lettings properties > View Properties
Search for the new lead property
Within the Action column, expand the drop-down and select Landlord payment dates
Complete the form as required