Adding an owner creates the primary account that everything else connects to—animals, licenses, billing, and payments.

What it’s for
An owner record stores contact details and serves as the central point for managing all related activity.

Why you would add one
You’d create an owner whenever someone needs to be tracked in the system:

• Register a new customer
  The person has not been entered before and needs an account.
  
  
• Issue a license
  A license must be tied to an owner, so the record needs to exist first.
  
  
• Record transactions
  Payments, charges, and history are all associated with an owner account.
  
  
• Maintain accurate contact information
  Ensure communication and documentation are linked to the correct person.

In practice
Adding an owner is the starting point. It establishes a single, reliable record that everything else builds on—making it easy to manage licenses, track activity, and keep information organized.

Adding an owner

1. Open Connect Animal License > Organization > Owners.

2. Click New (CTRL+N).

3. Enter the Owner Number.

This number identifies the owner's record.

What is the new owner number?

• I want to use the number that displays in the Owner Number field. The system displays next available number.

• I want to use a different number. Click on the Owner Number field. Then, enter a number that has not been assigned to an owner in the database.

4. Enter the Owner Name.

The owner name is the first, middle, and last name of the individual who owns the animal.

What is the owner's name?

• I want to enter the owner's name as is. Click on the Name field and type in the owner's name. The system will break the name into first name, middle name, last name, and suffix for you.

• I want to format the owner's name right now. Click on the button, located at the end of the Name field. Use the Name Details form to enter the owner's first name, middle name, last name, and suffix (if needed).

5. Enter the Owner's Address.

The owner's address is the physical location where the owner resides.

6. Enter the Delivery Point.

A delivery point is two-digit code that is assigned to every address. When it is combined with the ZIP + 4 code, the delivery point provides a unique identifier.

Do you know the delivery point for the owner's address?

• Yes, I know the delivery point for the address. Click on the Delivery Point field. Then, type in the two-digit code.

• No, I do not know the delivery point for the address. Leave the Delivery Point field blank and continue to the next step.

7. Enter the Mail Route.

The mail route is a code provided by the USPS for bulk mailing.

Do you know the mail route for the owner's address?

• Yes, I know the mail route for the address. Click on the Mail Route field. Then, type in the USPS code.

• No, I do not know the mail route for the address. Leave the Mail Route field blank and continue to the next step.

8. Enter the Telephone 1, Telephone 2, and Fax.

What are the owner's telephone and fax numbers?

• Use the Telephone 1, Telephone 2, and Fax fields to enter this information. Use (###) ###-####.

9. Enter the Email.

Example: name@organization.com

Do you know the owner's email address?

• Yes, I know the owner's email address. Click on the Email field. Type in the owner's email address using this format: name@organization.com

• No, I do not know the owner's email address. Leave the Email field blank and continue to the next step. 

10. Add a license to the owner.

Use this option to add a new license to the owner's record. You can also use Setup New License to add a license later.

Do you want to add a license to the owner's record?

• Yes, I want to add a license. Click on the Licenses tab. Then, click the Add a New License button (it's located on the Licenses toolbar).  

• No, I do not have a license to add. Continue to the next step.

11. Click Save (CTRL+S).

The record is saved.