Open client rent-request details and PDF
Review the current client’s request and generated PDF.
Where to goClient Portal → Real Estate → Rental Application → open request
Before you start
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.
Follow these steps
- Open the rent request or the client’s Renter Profile indicated in the route.
- Review the current client’s request and generated PDF.
- The portal validates customer ownership.
- The request/profile stores the intended details for the correct customer.
Fields, rules and limits
- The portal validates customer ownership.
Check it worked
The request/profile stores the intended details for the correct customer.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The portal validates customer ownership.
Why is the record or action unavailable?
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.