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Update current reference owner at time of renewal

From the Back Office, when a Renewal record is initiated, the current Reference Owner can be retrieved from the database and will be copied to the Master record.

  1. From the Master record, initiate the Renewal record.

  2. Once the intake form is populated with last year's data, scroll down to the Parcel section.
    Note: The Owner is populated with last year's data.

  3. Click Get Address & Owner.


  4. The new Reference Owner associated with the Parcel is automatically added.


  5. Now, checkbox the previous Owner > click Delete. Once the Renewal fee is paid and the Renewal is complete, the new Reference Owner will be copied to the Master record.