The Owner tab allows you to document the site owner's contact information. This tab is especially useful if the site is a business or other non-residential location.
Special Field - Owner Property ID
Additionally, this tab contains an Owner Property ID field. This field functions like the Location Property ID on the Supervisor tab. Here, you can select an Owner Property ID from the pick list or type in a value. If you type a value into this field, the system will check the Customer Address module for an address matching the Owner Property ID. If found, it will then populate the owner business address and contact information into the record.
If there is only one owner contact connected to this business address (in the Customer Address, Owner tab), then the contact name, phone, and email will also be included.
If there are multiple contacts connected to this business address, then the user will be prompted for which owner he or she wants to have stored with the record.
Note: When you access the pick list for this field, you'll notice that the Add, Edit, and Delete buttons are grayed out. This indicates that you cannot add owner property IDs to this pick list that do not already exist in the system. This information can only be added through the Customer Address module.