Entering property statistics

To open the Property statistics tab: From the Contacts menu, click Address book. Double-click the contact. From the Contact details page, click the Property statistics tab.

Any information you enter on this tab will also appear in the Present home section in the Present/future home tab.

  1. In the Address section, enter the contact's current property information. More Info:

    • In the Taxes field, enter the property tax amount that was paid in the most recent tax year.

    • In the Tax year field, enter the year that the property taxes were last paid.

    • In the Tax assessment field, enter the total value of the land assessment and building improvements. This value is determined by the tax assessment department.

    • In the Land assessment field, enter the dollar amount of the land. This value is used to determine the total tax assessment.

    • In the Building improvement field, enter the dollar amount of the building improvements. This value is used to determine the total tax assessment.

    • In the Tax roll number field, type the number that appears on your property tax form.

    • In the Legal description field, enter the legal address applied to the property by the appropriate government agency.

    • In the Property description field, enter any additional property description notes.

  2. Enter the property's Room dimensions.

  3. Click Add in the Additional rooms section to add another room's description, length and width.

  4. Specify any Features and amenities.

  5. Click Close once you have completed entering the property statistics.

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