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Add a primary owner in TOPS [One]

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TOPS [One] Version 3.1.3.3, Revision 0, last updated 05-31-2017

The Portfolio module is used to manage agents in your company. The following steps walk you through adding an owner to a property in a selected community.

Step-by-Step

  • Click Portfolio and select Owners.
  • Click Actions and select Add Primary Owner.
  • Under Property, type in the address, unit number, lot number, or account number to select the property.
  • Under Name, fill in the fields that are applicable.
    • Name – these fields are for the owner’s first, middle, and last name respectively.
    • Display Name – By default, this field automatically pulls the fields above. The display name is the primary name used. It can also be used in the search fields to locate an owner.
  • Under Address, you have the option of adding in an additional addresses (that differ from the property address).
    • Click on Add (Portfolio_Add.png) to bring up your options.
      • Main
      • Home
      • Work
      • Other
      • Return Payment
      • Lockbox
      • Community Office
      • Management Office
      • Alternate
      • Billing
      • Property
  • Click on the radio button (Portfolio_Radio_Button.png) next to Primary Mailing Address to make the address the primary mailing address.
  • Note: You can click on the X (Portfolio_Remove.png) to remove the address.
    • Doing so will prompt you to confirm that you want to remove the selection.
  • Under Phone, you have the option of adding in phone numbers for the owner.
    • Click on Add (Portfolio_Add.png) to bring up your options.
      • Work
      • Home
      • Fax
      • Mobile
      • Main
      • Other
    • Click on the radio button (Portfolio_Radio_Button.png) next to Primary Phone to make this phone number the primary contact number.
    • Note: You can click on the X (Portfolio_Remove.png) to remove the phone number.
      • Doing so will prompt you to confirm that you want to remove the selection.
    • Under Email & Websites, you have the option of adding an email(s) or a website(s) to the owner’s account.
      • Click on Add (Portfolio_Add.png) to bring up your options.
        • Website
        • Email
        • Facebook
        • Twitter
        • Pinterest
        • Blog
        • Other
        • ReplyTo
      • Click on the radio button (Portfolio_Radio_Button.png) next to Primary E-mail to make this E-mail the primary contact E-mail.
      • Note: You may have more than one E-mail.
      • Note: You can click on the X (Portfolio_Remove.png) to remove the E-mail or Website.
        • Doing so will prompt you to confirm that you want to remove the selection.
      • Finally, click on Save (Portfolio_Save.png).
        • Click on Save & Add New (Portfolio_Save___Add_New.png) if you’re going to add another owner.
          • Repeat the steps above to enter in the owner’s information.
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