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How to Manage and Delete Duplicate Tenant or Lease Records in Property Matrix

Duplicate tenant or lease records can complicate your property management processes. This guide provides step-by-step instructions for identifying and removing duplicate records, as well as resolving common errors like "Primary tenant cannot be deleted."

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Written by Bill Cheng

Deleting Duplicate Tenant Records

To delete a duplicate tenant record:

  1. Navigate to the tenant’s Details section.

  2. Click the three-dot menu next to the tenant’s information.

  3. Select Delete to remove the duplicate tenant.

Handling the "Primary Tenant Cannot Be Deleted" Error

If you encounter the error message "Primary tenant cannot be deleted," it means the tenant is tied to an active lease. To resolve this:

  1. Navigate to All Leases: - Use the Actions menu or click the information icon next to the tenant’s name.

  2. Locate the lease associated with the duplicate primary tenant.

  3. Delete the lease by clicking its Actions menu and selecting Delete.

  4. Once the lease is removed, return to the tenant’s Details section and delete the tenant record.

Deleting Duplicate Lease Records

To remove a duplicate lease:

  1. Open the tenant profile and click the Actions button next to Balance → All Leases.

  2. Identify the lease you want to delete.

  3. Click the lease’s Actions menu and select Delete.

  4. Ensure you retain the lease with the correct e-sign documents and intended start date before deleting the duplicate.

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