What is a Property?
We define a Property as a a building address, usually where a family we are working with is living.
How to create a Property record
- Use the Global Search box to and type in the street address to see if the property already exists.
When you do a search there may be multiple places where the property shows up. For example, if the address is also the name of the Vendor and business.
Make sure the property exists in the Accounts section with the Account Record Type as Property.
2. If it does not exist, create a new one. Go to the Accounts tab by clicking on the New Property Button. That will lead you to a screen flow for creating a new property.
3. Follow the prompts to create the new property