In Chintaro, a household consists of one Primary Tenant, and one or more Related Tenants. Examples of Related Tenants are children of Clients, partners of Clients, or any other person who will be living in the Household with the Primary Tenant. Each person must have their own Client record in Chintaro.
NOTE: Even if your Tenancy Agreement has more than one person named on it, Chintaro still needs to be set up with one Primary Tenant, and all other Tenants in that Household are then marked as Related Tenants. Allocating one person as a Primary Tenant does not give any additional rights/responsibilities to the Primary Tenant.
Add the Primary Tenant
To set up a household in Chintaro, you will first need to add one Client as a Primary Tenant.
From the Manage Clients screen, click the Add Client button. This will open an empty Client record. Enter the data you know about the Primary Tenant, but leave the Primary Tenant box ticked to Yes:
Exit the screen to save.
Add any Related Tenant(s) to create a Household
Once you have added the Primary Tenant, go back to the Manage Clients screen and click the Add Client button again to add the Related Client.
Once you have entered the General information about the Related Client from the Title field to the Date of Birth field, tick the No box when asked if they are a Primary Tenant:
A pop up box will appear asking you to select the Primary Tenant.
Use the Filter box at the bottom of the pop up to type the Primary Tenant's surname, and when you have found them, select the Primary Tenant's name so it is highlighted black. Click Update to save.
The Primary Tenant box will now display the Client you selected. You can now select the Relationship to Tenant and indicate if the Related Client is a Child/Student:
The Related Tenant will now appear on the Primary Tenant’s Client Record, and vice-versa.
Client Households eLearning Video
Click here to see Solution: Client Additional Data and Functions