Select the landlord for a new case
Follow this guide to choose the CRM customer that owns the application. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Licence Applications → New Application → Landlord
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What you’ll accomplish
Choose the CRM customer that owns the application. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to New Application.
- Select the intended landlord/customer.
- If group tables are unavailable, verify the correct customer because the fallback may list all clients.
- Save.
Fields and options to review
RequiredYes
Preferred filterCustomer groups containing landlord or property owner
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules the system enforces
- The model/controller uses the selected client_id for portal ownership and notifications.
How to confirm it worked
- Select the landlord for a new case completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Continue with related guidance
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