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Property & Compliance Management

Load property-owner information into a form

Select an owner and verify populated identity/contact data.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Properties → New/Edit → Property Owner

Before you start

Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.

Follow these steps

  1. Find the existing owner or CRM customer by identity and contact details.
  2. Select an owner and verify populated identity/contact data.
  3. The get_property_owner_information action returns the selected owner data.
  4. Apply the task-specific change and reopen the property/customer relationship.

Fields, rules and limits

  • The get_property_owner_information action returns the selected owner data.

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?

The get_property_owner_information action returns the selected owner data.

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.