Public tenant applications and invites

Complete current address fields

Enter address lines, city, postcode, country and years at address.

Audience: CRM staffPermission: Invited applicantModule v1.0.0
Exact navigationPublic Tenant Application → Current Address
Before you begin
  • Use an account with Invited applicant and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Enter address lines, city, postcode, country and years at address. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

  1. Open Public Tenant Application → Current Address.
  2. Select the exact record or option described in this guide.
  3. Complete the displayed fields or action using the rules below.
  4. Save or submit once and resolve any validation response.
  5. Verify the resulting record, status, file, notification or integration effect.

Fields, choices and supported possibilities

Exact actionComplete current address fields
Exact navigationPublic Tenant Application → Current Address
Module version1.0.0
Access ruleInvited applicant
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionReview status and linked customer/property before converting to a contract or invoice.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.

Code-backed validations and workflow rules

  • Fields include applicant_current_address_line1/2, city, postcode, country and address_years.
  • Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
  • Status changes and conversion actions validate the current request and linked record IDs.
  • Public application and onboarding actions use token/record checks and explicit workflow states.
  • Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.

Expected result and verification

  • The supported complete current address fields flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.