Property Owners

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?
Adding a new Property Owner to the system
Editing an existing Property Owner
Reassigning or changing the owner of one property

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:

Field	Screenshot	Description
Owner Name		Individual's full name or organisation's name (if the manager is a Real Estate Agent or similar)
Address
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
Comments

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.