Change of Management
When an account changes management companies, the change must be entered into TRIP.
Open the account in TRIP and click on the edit icon in the Property Management section.
This will open a dialog where you can enter the new property management company.
As you type, TRIP will show matching property management companies.
Changing to an Existing Property Management Company
If the correct property management company is shown (including the address), select it and click 'Save'. The management company will be changed. You can close the account screen now; you do not need to save.
Adding a New Property Managment Company
If the correct property management company is not shown, you'll need to add it to TRIP. Continue to type in the full name of the property management company, then click on 'Add'.
This will open the New Property Managment screen with the company name filled in.
Fill in the rest of the information, then click 'Save'. The screen will close, and the property management company will be changed for the account. You can close the account screen now; you do not need to save.
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