When one levy-paying business moves out and another moves in you must follow this process to manage the change and to keep the database free of duplicates.
Copy the Property Reference number from the existing Business record
Click the new blue '+' button
Enter the Property reference number
Click to resolve the conflict - this will archive the old business and create a new record for the new business with the Property Reference number, Address, Postcode and RV's already populated.
Add the Business name
Add any Tag on the right-hand side by clicking 'manage'
Add any People on the right-hand side by clicking 'manage'
Click save and refresh your database to pick up the changes that have been made.
Here is a video to show you the steps - Managing Occupancy Change
You can search our collection of help articles here ππ» Vicinity Help Desk or we have a useful video of using the system basics here ππ» Back to Basics