Editing a Property

Property information can be edited from the Property Record screen, accessible from the Properties tab of the Contact Record.

To edit a property:

1. Open the Property Record screen. How?

   1. From the Main Menu bar, go to Contacts > Contacts Summary.

   2. Click the contact's row to open their record.

   3. Click the Properties tab.

   4. Click the property's address.

   Tip: You can view multiple properties by selecting the check boxes beside the properties you want to view from the Properties tab, and then clicking the Mass Open link. Click the <Prev and Next> links at the bottom of the screen to view the selected properties.

2. The property record breaks the information concerning a single property into a set of ordered tabs, each of which can be viewed and edited. Click any of the links below to view the fields and functions available from each:

   • Property Address subtab

   • Property Details subtab

   • Property Tenants subtab

3. A few of the more common edits are:

   • changing address information from the Property Address subtab

   • entering detailed information about the property from the Property Details subtab

   • adding contact information for property tenants from the Property Tenants subtab

   • working with photos from the Photos tab

4. To edit a property's address or details:

   1. Click the tab containing the information you want to change and then click within any field on the screen.

      The screen reloads in Edit mode.

   2. Make your edits and click the tab's Save button or press the Enter key on your keyboard.

5. To edit a property's photos or tenants, see Adding and Removing Photos and Adding and Removing Tenants.

   Tip: You must save any changes before switching tabs or leaving the current screen for any reason. Any unsaved changes will be lost.