Create a Parcel | Elevate

This article shows you how to create a new parcel. It focuses on the new Community Development version, Elevate. If you are not using Elevate, that's okay. You can still create a new parcel with your current system. For help with your current version, visit our Create and Manage Parcels | V4 article.

How to Create a Parcel

1. Sign in to your site

2. Go to Asset Management, expand Property Management, and select Add Record:

3. Fill out the Property Location Information:

   • Property Street Address: This is a required field. Fill out the street address of the property

   • City or Town: This is a required field. Fill out the City or Town of the property

   • Map Number: This is an optional field. Add the Map Number if known

   • State: This is a required field. Fill out the State where the property is located

   • Zip Code: This is a required field. Fill out the zip code of the property

   • Occupant of Property: This is an optional field. Add the name of the occupant who will be occupying the property, if known

   • Parcel ID: This is a required field. Add the Parcel ID of the property

4. Click Add Primary Owner:

5. Add Primary Contact Information:

   • Contact Name: This is a required field. Add the contact name for the primary contact

   • Contact Type: This is a required field. When you add a new primary contact, the Contact Type is automatically set to Owner

   • Billing Type: The dropdown lets you choose if the primary contact will be billed as Primary, Secondary, or None

   • Primary Number: This is a required field. Enter the primary phone number

   • Add Additional Phone: This option allows you to add additional phone numbers to the record

   • Primary Email: This is a required field. Enter the primary email address

   • Add Additional Email: This option allows you to add additional email addresses to the record

   • Title: This is an optional field. Add any applicable titles, such as property manager, trustee, director, or agent

   • Address: This is an optional field. Add an additional address, if applicable

   • Notes: This is an optional field. Add any notes, if needed

     Note:

     When adding Primary Contact Information, begin typing the name in the Contact Name field. If the name already exists in the system, you will see it appear, and you can choose to select it. If it is a new contact, type the name and then click Create Primary Owner:

6. Click the Save Contact button:

7. If needed, you can click on Add Additional Owner and create another Primary Contact:

8. Click the Create Record button:

9. After the parcel record is created, more fields will appear for adding extra information. You can fill them out now or come back to edit them later.