Troubleshoot a missing landlord property

Check owner/customer link, property owner fields, active status and portal contact.

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. Check owner/customer link, property owner fields, active status and portal contact.
3. A property can exist without the client-link row needed for portal display.
4. The owner/customer and property relationship are correct; unrelated links remain unchanged.

Fields, rules and limits

• A property can exist without the client-link row needed for portal display.

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?

A property can exist without the client-link row needed for portal display.

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.

Useful next steps

• Use property owner codes and numbering
• Open a landlord maintenance job report
• Open the landlord maintenance view
• Find the current module menus
• Browse all merged module guides