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    Update Property Information for the Owner Record

    Beginning the setup changes required for Enterprise to Single conversion in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Property Options > Property Information in RMS.
    2. Select the Owner Record Property and choose 'Edit'.
    3. Navigate to the 'Property Information' tab.
    4. Enter the Property Details.
    5. Save/Exit.
    6. Proceed to Move Categories to the Owner Record.

    Info

    A change of Property Name or the creation of a new Property in the database must be processed via RMS Sales & RMS Accounts who will advise the Main Property Contact once ready.

    Visual Guide

    Go to Setup > Property Options > Property Information in RMS.

    Select the Owner Record Property and choose 'Edit'.

    Navigate to the 'Property Information' tab.

    Enter the Property Details.

    Select 'Save/Exit' to store the changes made.

    Proceed to Move Categories to the Owner Record. 



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