Contact Types

As tenant is classified into private individuals and organizations in Assetti (read more) and there are three types of contacts you can choose in the main Contacts view: 

1. An organizational tenant: or a tenant that is an organization. Their fact sheet includes a navigational bar with these sub-tabs :

• Organization tab: here you can view and add summary, basic information, note, contact, street and invoicing address of the organization;
• Contact tab: view and add information of the contact persons responsible for this organization's contract;
• Leases tab: add new and view all leases which tenant is the selected organization;
• Notes tab: add notes which you can assign to colleagues with searchable tags.

See example

2. A contact is a private individual tenant, in this contact type's factsheet, the navigation bar has two sub-tabs : 

• Information tab: view and add summary, basic information, note on the tenant;
• Leases tab: add new and view all leases which tenant is the selected individual;
• Notes tab: add notes which you can assign to colleagues with searchable tags.

See example

3. A contact is a person who is a reference of an organisational tenant, in this contact type's factsheet, the navigation bar has two sub-tabs: 

• Information tab: view and add only basic information, which include the organisation's name;
• Leases tab: add new and view all leases which tenant is organisation of the selected contact;
• Notes tab: add notes which you can assign to colleagues with searchable tags.

See example