Close a Tenancy Casefile (Client Exit)

At some point, a client may choose to end a Tenancy case or cease their relationship with your agency.  In this situation, a client exit is performed.

Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients.

In order to close a case, the fields in the client exit are must be completed.



Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Find the record for the required Client.

If the client does not exist in your database, add a client record.


Step 3. Scroll to the Tenancy Casefile section of the Client record.

tenancy casefile list


Step 4. Select the required casefile from the list.


Step 5. Click Edit


Step 6. Select Closed from the Status Drop-down list

Closed status


Step 7.  Scroll to the Case Exit section

Case Exit


Step 8. Update the Date Case Closed if required. The date defaults to the current date.


Step 9. Select the Tenant Outcomes and Agency Outcomes

Tenant and Agency outcomes selected

Step 10. Click Save

The Case is now closed

Further Information

For further information, refer to the following articles:

Updated on May 24, 2018

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