Portfolio Records
How to use Properties, Parcels, and Groups to organize your conservation records.
- Assigning Team lead or members to multiple records at once
- Contact Fields
- Counting Acres in Landscape (Advanced Counting)
- Creating and managing Group records
- Deleting a Property, Parcel, or Group
- Funding
- How to add a new Parcel to a Property
- How to add a single property boundary
- How to manage complex transactions
- How to merge multiple property records into a single property
- Managing Contacts
- Pinned Notes
- Properties, Parcels, and Groups
- Subdividing a Property or Parcel using the 'Divide Record' function
- Tasks
- Tracking multiple names for portfolio records with 'Alias'
- Tracking stewardship endowments as funding in Landscape (video)
- Understanding the 'Stewardship Site' record designation
- Using the Portfolio Importer
- Where should I store Easement Areas, Protection Zones, and Management Zones?