Changing the record owner on the inspection

  • Updated

When looking at the inspections from the Inspections in the next 30 days list, this will show the Negotiators initials which can be different to the Negotiator who owns the Property record.  

This is because the name that appears on the inspection will be the negotiator that was selected as the record owner at the time the inspection was booked.

To change the Record Owner on the Inspection

  1. From the Inspections in the next 30 days menu, click View which will take you to the Inspection record
  2. From the Summary tab click Edit Details 
  3. Select the new Record Owner from the the drop down list
  4. Click Save