Overview

In this article, we will review how to do a transfer.

How to mark a Housing Contract for a Transfer

Step 1: Navigate to the profile whose Housing Contract you would like to transfer and click the Housing Contract button

Step 2: Click Transfer Resident

Step 3: Fill out the necessary information for the new resident's Housing Contract, make sure the box labeled Transfer is checked (it will be checked by default), and click Save

Step 4: This will now indicate that this Housing Contract is a Transfer

Step 5: The new housing contract will appear above the old record

Note: If the Transfer Resident Button is not appearing, please ensure there is no Move-Out date on the current Housing Contract. The arrows on the contract will show if the lead moved out or moved in via a transfer.

Reporting

Transfers will show on the Census Analytics report under the Occupancy Summary tab.