Use Global Search box to check if the Property Owner already exists.
When you do a search there may be multiple places where the Owners name shows up. You want to make sure the owner exists in the Property Owners section.
If Property Owner record does not exist, you must create it. Click on the More tab on your Salesforce screen and select the word Property Owners.
Click on the New button.
Fill out the form and then click Save.
Note: The Owner Address info is not associated with the Billing Address. You can leave blank if not relevant.
TRACKING ERRORS:
There will be errors in the system and we need your help to flag them so the Impact+Learning team can continue to ensure the database is as accurate and clean as possible.
If you see for example two records that are the same company but are spelled differently - choose the record that isn't being used (doesn't have an active vendor or property attached to it) and put the word DELETE in the name of the Property Owner. See the example below. Thank you! We will be periodicaly deleting records if the name includes Delete