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matching [2016/04/29 14:12]
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matching [2017/04/21 13:58] (current)
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   - If the interest owner had changed, and thus the taxpayer needed to change, simply search for the taxpayer with the search criteria provided. Once the search criteria are entered, click the **Search** button.{{ ​ :​shared2.png?​nolink&​500 ​ |}}   - If the interest owner had changed, and thus the taxpayer needed to change, simply search for the taxpayer with the search criteria provided. Once the search criteria are entered, click the **Search** button.{{ ​ :​shared2.png?​nolink&​500 ​ |}}
     - Highlight the correct taxpayer, and then click the **OK** button to select that taxpayer for the parcel.{{ ​ :​shared3.png?​nolink&​500 ​ |}}     - Highlight the correct taxpayer, and then click the **OK** button to select that taxpayer for the parcel.{{ ​ :​shared3.png?​nolink&​500 ​ |}}
-    - If the taxpayer cannot be found, a new taxpayer will need to be created, simply click the **Add** button to get the following form. After completing the data entry, simply click the **Save** button to add the new taxpayer. Then click the **OK** button, and now this new taxpayer will be assigned to this parcel. ​{{  :​shared4.png?​nolink&​600 ​ |}} +    - If the taxpayer cannot be found, a new taxpayer will need to be created, simply click the **Add** button to get the following form. After completing the data entry, simply click the **Save** button to add the new taxpayer. Then click the **OK** button, and now this new taxpayer will be assigned to this parcel.  
-  - You can also edit existing taxpayers with the **Edit** button. Use the **Save** button to save those changes.+  - You can also edit existing taxpayers with the **Edit** button. Use the **Save** button to save those changes. ​{{  :​shared4.png?​nolink&​600 ​ |}}
   - When editing the WinCama Taxpayer, you can either manually enter the data, or you can use the buttons on the screen to make editing the data faster…   - When editing the WinCama Taxpayer, you can either manually enter the data, or you can use the buttons on the screen to make editing the data faster…
     - The    {{::​matching_button1.png?​nolink&​30|}} ​     button between each field allows you to overwrite the WinCama taxpayer value on that row with the imported owner (taxpayer) that is being matched.     - The    {{::​matching_button1.png?​nolink&​30|}} ​     button between each field allows you to overwrite the WinCama taxpayer value on that row with the imported owner (taxpayer) that is being matched.
matching.txt · Last modified: 2017/04/21 13:58 (external edit)