Setting Up Property Types

Property type categorize properties according to criteria such as how the property is used or the type of dwelling.

You add, modify, and delete property types on the Property Type page.

Adding a Property Type

  1. Select Common Setup > Property Type.

  2. On the Property Type page, click Add.

  3. On the Property Type Detail page, enter values for the following fields:

    Page Element

    Description

    Property Type

    Enter the type of property, such as Residential or Commercial.

    Description

    Enter a property type description.

  4. Verify that the Enabled switch is turned on.

    The switch is on by default for a new property type.

  5. Click Save.

Modifying a Property Type

  1. Select Common Setup > Property Type.

  2. Click a row on the Property Type page.

  3. On the Property Type Detail page you can:

    • Update the property type description.

    • Turn off the Enabled switch to deactivate the property type.

  4. Click Save.

Deleting Property Types

  1. Select Common Setup > Property Type.

  2. To view a definition before deleting it, click the row to be deleted, then click the Delete button on the Property Type Details page.

  3. To delete one or more definitions without viewing details:

    1. Click Edit.

    2. Select the check boxes next to the definitions that you want to delete.

    3. Click Delete.

      You will be prompted to confirm the permanent deletion.