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Properties Grid
Make the following menu selections to display the grid:
Setup—Property—Properties
Use this tab to manage properties.
Note
Any property with the property type 6--Standard
Commercial property is set up like a residential property, with
these differences.
Fields
Note
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
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