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

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How to add a primary homeowner in TOPS [ONE]

 

Description

This guide will give you step by step instructions on how to add a contact to a property. 

These contacts can be another owner, a renter, visitor, or a previous owner. 

 

Step by Step 

1. Click Portfolio then Property.  Select the property you want to work on. 

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 2. On the Property page, scroll down to Contacts

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3. Click the ADD then select a contact type

4. Fill in the information. 

The only required field is the First and Last name 

5. After you've entered the information, click Save or Save & Add New 

 

 

 

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    Brian Schoolcraft

    First and Last name are required. What do you enter if all you have is a business name?