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What is a customer record?
What is a customer record?
Updated over a week ago

A customer record connects all the different relationship types that someone might have with properties within your company to a single person. A customer relationship is any individual relationship that is linked to the customer record.

Customers can have any of the following relationship types linked to their customer record:

  • Primary: Prospect

  • Primary: Applicant

  • Primary: Resident

  • Roommate: Prospect

  • Roommate: Applicant

  • Roommate: Resident

For each relationship type, the rental type is also defined:

  • Conventional

  • Student

  • Short-term

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