Each lease/tenancy in Re-Leased has a Primary Contact and an Account (Xero Invoice) Contact. You can add, edit, and manage these contacts from the Lease/Tenancy Details section.
Accessing Lease/Tenancy Contacts
Use the Global Search or navigate to Leases/Tenancies to find the record.
Open the lease/tenancy record.
Click Lease/Tenancy Details from the left-hand menu.
Contact Types
Primary Contact — the main point of contact for lease/tenancy communications.
Account (Xero Invoice) Contact — the default recipient for invoices. Edit or replace the Contact Name field to change this. If the new contact doesn't exist, they'll be tagged as NEW.
Editing a Contact
Search for the contact via global search or click their name in Re-Leased. Edit their details directly — changes apply across all records where that contact appears.
Adding Additional Contacts
In Lease/Tenancy Details, click + Add Contact.
Assign a role and set notice preferences for the new contact.
For notice option configuration, see Lease/Tenancy Notice Options.
Note: If there is only one contact for the tenancy, the same individual can be assigned as both the Primary and Account contact.
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.