Modified on: Wed, 22 Jun, 2022 at 10:23 AM
Chintaro records the owners of your properties so that their information can be stored in the database, and reports can be grouped by and provided to them.
This solution details:
Where do I find the Owner field?
Each property screen has an Owner field on the left side of the screen, in the General section.
Adding a new Property Owner to the system
To add a new Property Owner to Chintaro, from the Home Screen, click Properties, then click Property Owners:
To add a new Owner, click the Add Owner button and a blank owner screen appears:
|Owner Name||Individual's full name or organisation's name (if the manager is a Real Estate Agent or similar)|
|Postal Address |
|Owner Type||Select from drop down options.|
|If owner is another registered provider, enter the name of the provider |
|Contact 1 Name|
|Contact 1 Phone, Fax||Add the mobile/landline and fax if applicable.|
|Contact 1 Email||Enter the default email.|
|Contact 2 Name|
|Contact 2 Phone, Fax|
|Bank Name||Banking institution|
|BSB / Account Number|
|Account Name||Bank Account name|
|ABN||Australian Business Number|
|Bpay Code||If applicable|
|GL Code||If applicable |
Enter the appropriate information of your owner in the General section and click Exit
to save the record.
Editing an existing Property Owner
From the Manage Owners screen (Home > Properties > Property Owners) double click on the row of the owner you'd like to edit the details of and the individual owner screen will appear:
Edit the information as required, and click Exit to save.
Reassigning or changing the owner of one property
To change the owner listed on one Property, click Property in the toolbar and double click on the row of the property you want to change the owner for.
Drop the Owner field down and select the new owner from your list. Once you exit the screen, the new owner selected will be saved in the field.
Removing a Property Owner from Chintaro
If an owner no longer is required in Chintaro, you are able to remove them by making them inactive. Data in Chintaro is rarely deleted, so you will still be able to find them again if required.
To make a Property Owner inactive, from the Home Screen, click Properties, then click Property Owners. The Property Owners screen will open:
Double click on the Owner's name that you want to inactive, to open the Property Owner record. Untick the box at the bottom of the screen and exit the record to save.
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