Properties Grid

Make the following menu selections to display the grid:

Setup—Property—Properties

Use this tab to manage properties.

Note Note

Any property with the property type 6--Standard Commercial property is set up like a residential property, with these differences.

ClosedFields

NoteNote

A red asterisk ( * ) indicates a required field or selection.

The following fields appear on the tab:

Property

The property identification code.

Property Name

The full name of the property.

Policy Code

The property policy code that applies to the property type: Residential or Commercial.  

Memos link

Select this link to display the property-related memos associated with the property. Refer to the memo instructions later in this topic.

Documents icon

One of the following icons appears in this column:

No documents are currently stored for the property. Click the icon to upload documents for the property.

At least one document is currently stored for the property. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Grid instructions.

Report Codes link

Select this link to display the report codes associated with the property. Refer to the report codes instructions later in this topic.

Duplicate link

Select this link to display the property-related duplication tab. Refer to the duplication instructions later in this topic.

Delete

Click the Delete Delete icon button to delete a property.

Add Property

Select this button to add a property.

Find fieldandbutton

Use this field and button to locate a property by name. Refer to the Find Button for more information.

See Also

To Add a Property

To Edit a Property

To Delete a Property

To Add a Memo

To Add a Property Report Code

To Edit a Property Report Code

To Delete a Property Report Code

To Add an Entity for a Property

To Edit an Entity for a Property

To Delete an Entity from a Property

To Copy an Existing Addenda Memo Form—Manufactured Housing Only

Property Tab

Address Tab

Manager Tab

Loss to Lease GL Accounts Tab

Memos Grid

Documents Grid

Report Codes Tab

Duplicate Tab

 

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