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