How do I set Contacts with a residential address as Property Owners
This article will guide you through adding Contacts with a residential address as Property Owners.
- Go to Contacts.
- Search your contacts and tick check box on the left to select the contacts you wish to set as Property Owner.
- This will open the Actions bar and choose "Set as property owner' from the action drop down list.
- Select Create new property records if you want to add new properties from the contacts residential address.
- Choose the linked consultant options.
- Click Submit ( You will receive a popup notification when the action has completed)
Be sure you understand the action options selected as this action can not be reversed
Note: The contacts residential address must be a complete and valid address and to matched to an exiting property it must be identical. If a contact has multiple residential adddresses it will create or match to each address.