Frequently Asked Question

Before merging accounts, we need to be aware of four things:

1. Do both applicants have rent cafa accounts?
2. Have the applicants listed one another as roommates in their own accounts (if so we need to delete them as occupants)?
3. Has screening been ran (If it has then we are unable to merge and a ticket will need to be put in)?
4. Have the applicants already paid their app fees (if so, just submit a ticket to have accounting transfer the payment from the old account to the new one)?

How to merge accounts:

To merge two different accounts into one single account first determine who is going to be the primary. Once that is figured out you will have to go to that persons account through CRM. Next, on the left-hand side menu, click on the Occupants button.

On the occupant screen click on the + Occupants button and then select From Existing Occupants/Applicants

A new box will appear at the bottom of the screen. Within it provide the first name and last name of the person you want to merge. Once entered click on the gray Search button.

After a few moments CRM will present you with your search results. Look for the applicant you want merged and, once found, click on the gray Add to Group button to the left of the result.

On the next screen ensure the Relationship field reads as Roommate (unless of course you're merging a guarantor). You can leave the other options at their default settings. Click on Update in the upper right-hand corner to continue.

Lastly, go back into the occupant's sections from the left-hand side menu. Click on Edit for the newly added occupant and ensure they are invited to Rent Cafe.