Multiple Property Management

** NOTE: MULTIPLE PROPERTIES is available only in the extended version **

Each property is treated as a complete separate entity, has its own set of data files and is maintained individually. The main frame title will always indicate which property you are currently working on.

The example above illustrates there are two dwellings ( properties ) in the file. The primary residence and an additional summer home. You will manage all your properties from this screen.

Notice the second dwelling is highlighted in the list and the system is currently accessing the primary record set. To switch to this property simply click on the "Switch To This Property" button to switch to the file set related to the selected property. The button will not be active if you highlight the property that is currently being accessed.

When creating a new property you will be asked if you wish to copy the existing Insurance Company and Retailer file from the primary property. If you decline they will be created as new empty files.

Additionally, your individual / recipient listing will remain as active and all individuals in the file are available for assignment for all properties.

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