Merging Properties

How do I move a Property from one Company to another?

If you find a Property is not listed under the correct Company record, or a Property changes ownership, you can move it to another Company.

First you need to open the Company the Property you wish to move resides within and check the box(s) to the left of the property name. Then select Copy checked properties and move to:



It will bring you back to the Contacts page where you can then do a Search on the Company you wish to move the record(s) to.  Once inside the Company you will see a Paste properties to this company which will bring the properties over. 



Now everything associated with each property has been brought over.

You may also know that the Notes tab located in the old Company as well as the new one will be updated with what properties have been moved:




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