Accounting - Moving in a New Owner

Navigation: Property Management > Owner Information
Purpose: To keep track of new Owner Information

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To add an Owner, you must first move out the previous owner. 

To do this, click Property Management > Owner Information.  You will be required to set the previous owner's "Close Date", and click "New". 

Once you've clicked New, you will have two pop-ups (If your team uses Community Websites, you will see the second prompt), select OK for both. 

Once you've entered the new owner's information, click Save. 

At this point, your new owner information has been saved to the system.

If your team uses Shiftsuite Community Websites, you can now proceed to Mail Merge - Welcome Letters.