An Owner object holds information about the building Owner. To add, edit or delete Owner objects use the Owner Manager view.
The Owner Manager view is the default view available when double clicking on Owners object.
The Owner Manager View consists of a table with a series of command buttons listed at the bottom. More commands are available by right clicking on the table.
New
By clicking this button, a user can add new Owner objects to the system. Once clicked, the user is asked how many Owner objects they wish to add. Clicking OK takes the user to next dialog box of inputting the Owner information. When inputting the information, the user can select a 'Company Logo'. If the final Invoice templates have been set up to show the company logo, then this logo will appear on the Invoice.
Edit
By clicking this button, a user can edit the information that has been added to the system.
Import From CSV
By clicking this command, a user can import existing Owner information from a CSV file. Simply select the CSV file and click OK. Once the file has finished importing, a report will be presented to the end user on the success of the import operation. To see how to format the CSV file so the data can be imported correctly, export some existing Owner information to a CSV file and then inspect the text that has been created.
Export
By clicking this command, a user can export Owner information. Once the 'Export' dialog has appeared, select 'Table to CSV' in the 'Select Exporter' drop down list to create a CSV file from the existing Owner data.
To delete an Owner from the system, simply right click on the Owner and select 'Delete'. Please note, that once an Owner has been deleted from the system, all previously created Invoices that reference this Owner will become invalid! It's better just to disable an Owner instead.