Setting Up Property Owners

You add, modify, and delete property owners on the Owner page.

Adding a Property Owner

  1. Select Parcel on the Agency Springboard.

    Select a parcel on the Parcel page.

    Click Parcel Owner in the navigation bar.

  2. On the Parcel Owner page, click Add.

  3. In the Basic Information section of the Parcel Owner Details page, enter information in the following fields:

    Page Element

    Description

    Condition - Hold icon

    (Hold)

    Condition - Lock icon

    (Lock)

    Condition - Notice icon

    (Notice)

    Indicates that a condition has been placed on the parcel. If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied.

    Enabled

    Turn the Enabled switch on to make the row available as a lookup value on other pages.

    Primary

    Turn the Primary switch on to indicate that this is the primary owner associated with the parcel. A parcel may have only one primary owner.

    Owner and Secondary Owner

    Enter the names of the owner and secondary owner of the parcel.

    Owner Type

    Enter the type of owner for the parcel such as Personal or Town.

  4. In the Location Information section of the Parcel Owner Details page, enter details about the location associated with the parcel owner using the following fields:

    Page Element

    Description

    Address Fields

    The property owner address. The Country field displays US.

    As you enter a Postal Code, the type-ahead list shows values that include appropriate city and state combinations. After you select a value, the city and state appear as read-only fields, and two address fields appear so that you can enter the rest of the address.

    If you don’t know the postal code, click the Don’t know link to display a full set of address fields.

    Street Number, Street Direction, Street Name, and Street Type

    Enter the street information for the parcel owner.

    Building Type

    Enter the type of building associated with the parcel owner.

    Floor

    Enter the floor of the building for the parcel owner.

    Unit Number

    Enter the unit number for the parcel owner.

  5. In the Contact Information section of the Parcel Owner Details page, enter the contact information details for the parcel owner using the following fields:

    • Email Address

    • Home Phone Country Code
    • Home Phone Number

    • Work Phone Country Code

    • Work Phone Number

    • Cell Phone Country Code

    • Cell Phone Number

    • Fax Country Code

    • Fax Number

  6. In the Transfer Information section of the Parcel Owner Details page, enter transfer details for the parcel owner using the following fields:

    • Last Transfer Type

    • Document Number

  7. Click Save.

Modifying a Property Owner

  1. Select Parcel on the Agency Springboard.

    Select a parcel on the Parcel page.

    Click Parcel Owner in the navigation bar.

    Select an owner associated with the parcel.

    Note: Select Property Owneron the Agency Springboard to select a parcel owner to modify from a list of all parcel owners.
  2. On the Parcel Owner Details page you can:

    • Update the parcel owner field values.

    • Enable or disable the parcel owner using the Enabled switch. Only enabled parcel owners are available as lookup values on other pages.

    • Indicate whether this is the primary owner associated with the parcel using the Primary switch.

  3. Click Save.

Deleting Property Owners

  1. Select Parcel on the Agency Springboard.

    Select a parcel on the Parcel page.

    Click Parcel Owner in the navigation bar.

  2. On the Parcel Owner page, click Select Multiple.

  3. Select the check boxes next to the parcel owners that you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.