Owner Window

 

 

 

Owner Basics

 

 

 Click on the button marked "Owner Records" at the bottom of the main window. The Owner window will appear.

 At the top is a drop-down menu to select Owners that are in your database.

 The owner's information can then be viewed/entered in fields below this drop-down list.

 At the bottom is a row of buttons that are used to enter records, delete records, save the records, and view all of the owner records that you have entered.

 

 

 

 

 

 

 

Adding Owner Records

Enter A New Record

 Click on the Enter A New Record button. This will place you in the First Name text box. You either click in the other fields or use the tab key to go between the different fields.

 First Name and Last Name are the only required fields!

Save This Record

 Now we need to save the information that we just entered. You have the option of selecting Save This Record and Close. This will save the information and then close the Owner window and return to the main window.

 The Save This Record button will save the information and leave the Owner window open so you can continue working.

 If you have multiple Owners to enter you can click the Enter A New Record button to save the information and open another new record at the same time

 Hint: If you entering an owner that has an identical last name as someone already in the system, it will help to distinguish between the two if you append the middle initial, a number or other info to the last name. (ie. J. Smith, M. Smith, etc.) or (Smith1, Smith2, etc.)

 

 

Editing Owner Records

Add/Edit Owner Records

 At top of the Owner window you will see a box labeled "Find an Owner".

 Use the arrow to open a drop down screen and choose the Owners name that you want to edit.

 The related information will be filled into the fields. You can then use the tab key or click in the field(s) that need to be edited.

 After all the information has been edited, press on either Save This Record and Close or Save This Record if you would like to continue work in this window.

 

 

 

 

 

 

 

Deleting Owner Records

 

 

Warning: Once A Record Is Deleted It Can Not Be Undeleted!!!!

 

 

 

 Note: Before deleting an owner, all the owner's buildings and tenants must be deleted first. And once they're deleted, they cannot be undeleted! You may want to keep the old records and marking them as old. One method is to add a "zzz" before the last name so RentTracker groups the obsolete owners together. (Use a similar method for obsolete Buildings and Tenants.)

Find the Building

 Click on Add/Edit Owner Records. At top of the Owner window you will see a box labeled "Find an Owner". Use the arrow to open a drop down screen and choose the Owners name that you want to delete. The related information will be filled into the fields.

Deleting the Owner

 Check to see that you have the right Owner. Click on Delete This Record. Press Yes at the delete confirmation.

 

Viewing All Owner Records

Displaying Owner Records

 Click on Add/Edit Owner Records. After the Owner window opens, select View All Records from the bottom of the window. All the Owners and their information will be displayed in column format.

 

Editing Owner Records

 You cannot make any changes to the data displayed. To edit these fields see Editing Owner Records. You may reorder the records relative to the heading by clicking on a column heading.

 Note: If recent changes to the Owner records are not displayed, click on the Refresh button at the top left of the window. Click Close button to close this list.