Edit a property owner
Update owner identity, addresses and linked company/customer information.
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.
- Update owner identity, addresses and linked company/customer information.
- Verify property assignments and landlord customer links after changes.
- Apply the task-specific change and reopen the property/customer relationship.
Fields, rules and limits
- Verify property assignments and landlord customer links after changes.
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?
Verify property assignments and landlord customer links after changes.
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.