Setting up lease abstract defaults

To enable certain actions in the lease abstract record, you can set the lease abstract defaults in the application settings record. These lease abstract defaults include the parent for an internal organization, external organization, and location.

About this task

The lease abstract record includes the Create New Location action in the Primary Address section and the Create New Organization action in the Tenant, Landlord, Management Company, and Guarantor sections. These actions require the identification of the parent record in the hierarchy and automatically default to the parent record.

Procedure

  1. Select Tools > System Setup > General > Application Settings.
  2. In the General tab, go to the Lease Abstract Defaults section.
  3. Specify the settings.
  4. Save the record.