Property / Location Record

The Location Record, sometimes referred to as the property or transaction record, is intended to be used as a record of your transactions.  There are fields on this record to store as little or as much information you like about the transaction; however, the only information that is required to be able to save the record if the property address.

The first time you create a location record you will be given the option to use the contact's address as the property address, this will pre-fill the location address with the default mailing address on the contact.

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