Property Duplicate Tab

Make the following menu selections to display the tab:

Setup—Property—Properties—(Duplicate link)

Use this tab to apply the selection made for one property to another property; that is, duplicate the selections.

ClosedFields

From Property

Select a source property from the drop-down list. Selections you made for this property can be used to make selections for the target property.

To Property

Select a target property from the drop-down list. Selections you made for the From Property can be used to make selection for this property.

Setup Item

Select an action for each item displaying in the setup item list.

The items that display on the list depend on selections you have made in policies. For example, if you select No for the field Track Leasing Agents in the Property Policy Additional Options category, the option Agents does not display on the setup item list. If you select Yes or Require, then the option Agents displays on this list.

Action

Skip

Select this action when you do not want the system to duplicate the selections made for a setup item.

Add New Only

Select this action when you want the system to only add the new selections made for a setup item.

Report Format

Acrobat Reader

Select this option if you want reports for the duplicated property to appear in an Acrobat Reader.

Crystal Viewer

Select this option if you want reports for the duplicated property to appear in a Crystal Viewer.

Excel

Select this option if you want reports for the duplicated property to appear in a spreadsheet.

ClosedTo Duplicate a Property

  1. On the Properties grid, locate the property you want to duplicate.
  2. Select the Duplicate link in the Duplicate column. The Property Duplication tab displays.
  3. At From Property, select the source property from the drop-down list.
  4. At To Property, select the property for which selection are to be duplicated from the drop-down list.
  5. Complete the remainder of the fields on the tab using the Fields list.
  6. Click Submit to save the duplicate property. A confirmation message displays.
  7. Click OK to duplicate the property selections. A status message displays, and then a process complete message displays. If exceptions are found, a report prints. The system requires all exceptions to be cleared prior to completing the property copy.
  8. Click OK to acknowledge the message. The Dashboard displays.

 

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

Properties Grid

Property Tab

Address Tab

Manager Tab

Loss to Lease GL Accounts Tab

Memos Grid

Documents Grid

Report Codes Tab

 

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