Check whether a property owner already exists
Resolve owner duplicate checks before adding a new record.
Before you start
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.
Follow these steps
- Find the existing owner or CRM customer by identity and contact details.
- Resolve owner duplicate checks before adding a new record.
- Use existing owner information when the endpoint reports a match.
- The owner/customer and property relationship are correct; unrelated links remain unchanged.
Fields, rules and limits
- Use existing owner information when the endpoint reports a match.
Check it worked
The owner/customer and property relationship are correct; unrelated links remain unchanged.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Use existing owner information when the endpoint reports a match.
Why is the record or action unavailable?
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.