If you come across a property that has yet to have an owner attached, we provide the option to attach an existing contact against the property as the owner or create a new contact to attach.
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Step by step
Once a property has been entered into your database you can now add the owner to link them to the property. Below is a step-by-step guide on this process, which is the same process when attaching a landlord, purchaser or tenant.
1. Navigate into the example property > Click the Owners tab
2. You are then able to search and select an existing contact to attach. Alternatively, if the contact does not exist, you can simply click on "Or Add New Contact"
3. Once selected, the system will then link them to the property as per below
Additional information
Should you attach a contact to the property by mistake, you can simply detach them by clicking on Options > Unlink from Property.
We also provide the option to link multiple contacts to the property by clicking on Attach Another Owner as per above. This will allow you to go through the same process of searching for an existing contact to attach or adding a new contact.
If multiple contacts are attached, we can simply use the contact drop-down to switch between users.
You can also use the property snapshot to view all contacts attached to the property.