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Property & Compliance Management

Use property owner codes and numbering

Verify the owner prefix/next number generates the intended code.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Settings → General Settings → Prefix Settings and Property Owners → New

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. Verify the owner prefix/next number generates the intended code.
  3. Do not reset the sequence below codes already issued.
  4. Apply the task-specific change and reopen the property/customer relationship.

Fields, rules and limits

  • Do not reset the sequence below codes already issued.

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?

Do not reset the sequence below codes already issued.

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.