Open My Renter Profile
Maintain the current client contact’s renter data.
Where to goClient Portal → Real Estate → Renter Profile
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.
- Maintain the current client contact’s renter data.
- The client menu registers Renter Profile.
- The request/profile stores the intended details for the correct customer.
Fields, rules and limits
- The client menu registers Renter Profile.
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 client menu registers Renter Profile.
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.