1. Archiving an owner/landlord
If an owner/landlord record is no longer needed, they can be set to Past client so that they no longer appear as a live owner on the system.
Note: For any owners linked to a property that is to remain a current property, we recommend following the change of ownership process first before archiving the owner record. For further guidance on completing the Change of ownership process, click here.
Go to Owners > View owners/landlords
Locate the landlord in question
Click on the edit pencil icon
Click on Disable read-only mode
Expand the Client status dropdown and select Past client
Click Update owner
2. Viewing past clients
Go to Owners > View owners/landlords
Expand the View dropdown and select Past client
The table will update to list only owners/landlords who are set to Past client.
3. Unarchiving an owner/landlord
Go to Owners > View owners/landlords
Expand the View dropdown and select Past client
Locate the owner in question
Click on the edit pencil icon
Click on Disable read-only mode
Expand the Client status dropdown and select Current client
Click Update owner