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How to add a primary homeowner in TOPS [ONE]

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Add Owner/Renter/Visitor/Previous Owner to a property

 

Description

This guide will give you step by step instructions on adding a homeowner to TOPS [ONE] 

 

Step By Step

1. Select Portfolio and click Owners.

portfolio_owners.PNG

2. Select Actions and click Add Primary Owner.

add_primary_owner.PNG

 

3. Search the Property by: 

address

unit number

lot number or 

account number

4. Under Name, fill in the fields that are applicable.

Name – these fields are for the owner’s first, middle, and last name respectively.

Display Name – By default, this field automatically pulls the fields above. The display name is the primary name used. It can also be used in the search fields to locate an owner.

5. Under Address, you have the option of adding in an additional addresses (that differ from the property address).

Click on Add (Portfolio_Add.png) to bring up your options.

Main

Home

Work

Other

Return Payment

Lockbox

Community Office

Management Office

Alternate

Billing

Property

Click on the radio button (Portfolio_Radio_Button.png) next to Primary Mailing Address to make the address the primary mailing address.

Note: You can click on the X (Portfolio_Remove.png) to remove the address.

Doing so will prompt you to confirm that you want to remove the selection.

 

6. Under Phone, you have the option of adding in phone numbers for the owner.

Click on Add (Portfolio_Add.png) to bring up your options.

Work

Home

Fax

Mobile

Main

Other

Click on the radio button (Portfolio_Radio_Button.png) next to Primary Phone to make this phone number the primary contact number.

Note: You can click on the X (Portfolio_Remove.png) to remove the phone number.

Doing so will prompt you to confirm that you want to remove the selection.

7. Under Email & Websites, you have the option of adding an email(s) or a website(s) to the owner’s account.

Click on Add (Portfolio_Add.png) to bring up your options.

Website

Email

Facebook

Twitter

Pinterest

Blog

Other

Reply To

Click on the radio button (Portfolio_Radio_Button.png) next to Primary E-mail to make this E-mail the primary contact E-mail.

Note: You may have more than one E-mail.

Note: You can click on the X (Portfolio_Remove.png) to remove the E-mail or Website.

Doing so will prompt you to confirm that you want to remove the selection.

8. Finally, click on Save (Portfolio_Save.png).

 

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