Add or remove an owner to keep property ownership records accurate and ensure that assessment-related information is associated with the correct individual or organization.
Maintaining current ownership information supports accurate billing, correspondence, reporting, and account management. Ownership changes may occur due to property sales, transfers, corrections, or updates to ownership records.
When an owner is added:
The owner's information is associated with the property account.
Future correspondence and account inquiries can be directed appropriately.
Ownership records are updated to reflect current property information.
When an owner is removed:
The owner's association with the account is removed.
Ownership records are updated to reflect current property ownership.
Future account activity and communications are linked to the correct owner.
Add or remove an owner when:
A property changes ownership.
Ownership information needs to be corrected.
An owner was added or assigned incorrectly.
Multiple owners need to be added or updated.
Property records must be aligned with current ownership documentation.
Review the following information before proceeding:
Property and account information
Owner names and contact details
Ownership effective dates
Supporting ownership documentation
Any outstanding billing or account activity
Verifying this information helps ensure that ownership records remain accurate and that future communications and account management activities are directed to the appropriate parties.
Note: Adding or removing an owner updates ownership information associated with an account. It does not automatically change assessment balances, billing history, or payment records.
Create a new record for an owner.
Do this...
1. Open Connect Property Improvements > Owners > Setup New Owners.
2. Fill in the owner's information.
3. Next, click the Properties tab. Click the Add button. Then, use the Search form to select the property that belongs to the owner.
4. Click Save (CTRL+S).
The owner is saved.
Update the properties assigned to an owner.
Do this...
1. Open Connect Property Improvements > Owners > Modify Existing Owners.
2. Use the Lookup bar to enter an owner name or number. Press Enter.
3. Now, make the changes on the record.
4. Click Save (CTRL+S).
The owner is updated.
You can remove an owner when related transactions exist.
Do this...
1. Open Connect Property Improvements > Owners > Modify Existing Owners.
2. Use the Lookup bar to enter an owner name or number. Press Enter.
3. Click Delete (CTRL+D).
The owner is deleted.
An address is a set of directions for delivery of letters and packages. Use a ten-digit telephone number (801) 555-5555 to enter telephone and fax numbers. Use a a typical name@organization.org format to enter the email address.
A driver license is an official document that states that a person may operate a motorized vehicle. A driver license number is a unique number that is assigned to the driver license.
A master contact is a master record that links accounts that belong to the same account owner. The related accounts are linked to a master contact record.
What do you want to do?
Link this record to a third party account. Use the Master Contact field to enter a master contact name or number.
View related accounts. Use the Master Contact field to enter a master contact name or number. Then, use the Master Contact menu to click Additional Information.
Add a new master contact. Use the Master Contact menu to select Add New.
Update a master contact. Use the Master Contact menu to select Modify.
Search for a master contact. Use the Master Contact menu to select Search.
A name is a word or phrase that constitutes the distinctive designation of a person.
The owner number is a unique number assigned to the owner record.
A property is a piece of real estate that is owned by the owner. Use the options on the Properties tab to add or remove properties that are being assessed that belong to the owner.
What do you want to do?
I want to add an existing property to the owner record. Click Add, on the toolbar on the Properties tab. Use the Search form to select a property. Click OK.
I want to add a new property to the owner record. Use the Add menu to select Create a New Property. Fill in the Setup New Properties form. Click Save (CTRL+S) to save the record, then click Close to return to the Properties tab in the Owner record.
I want to remove a property. On the Properties tab, click to select a property name. Then, use the Add menu to select Remove the Selected Property.
Does this property have more than one owner?
Yes, this property has more than one owner. If this owner is the primary owner of the property, select the Primary Owner checkbox. If this owner is not the primary owner, leave the Primary Owner checkbox blank.
No, this property has only one owner. Click to select the Primary Owner checkbox.
Use Send Bills to send a bill to the owner. For example, 123 AnyStreet is owned by Jonathan Davis and Shaun Hill. Jonathan is the primary owner and his owner record is set up to send bills to Jonathan. Shaun is not the primary owner and he does not need or want to receive any bills. When Shaun's owner record is set up, the option to Send Bills is not selected.
Do you want to send bills?
Yes, send bills to the owner. Click to select Send Bills.
No, do not send bills to the owner. Click to deselect Send Bills.
A delinquent amount is a payment that is overdue. A delinquent notice lets the individual know that the payment is overdue. Use Send Delinquent Notices to send a delinquent notice to the owner.
Do you want to send delinquent notices?
Yes, send delinquent notices to the owner. Click to select Send Delinquent Notices.
No, do not send delinquent notices to the owner. Click to deselect Send Delinquent Notices.
Use Send Other Notices to send any other notices that are created by Property Improvements to the owner.
Do you want to send other notices?
Yes, send other notices to the owner. Click to select Send Other Notices.
No, send other notices to the owner. Click to deselect Send Other Notices.
A statement is a summary of financial activity for a given period. The statement shows the customer how much they still owe you, how old the invoice is, and the details of any payments that have been applied to their accounts. Use Send Statements to send a statement to the owner.
Do you want to send statements?
Yes, send statements to the owner. Click to select Send Statements.
No, do not send statements to the owner. Click to deselect Send Statements.