Manage Landowners

Overview

Landowners are the backbone of an organization, and keeping on good terms with them is one of the most important functions that a club can perform. Smarter Trails offers a useful method of keeping track of your contacts.

Adding Landowners

Editing Landowners

Landowner Details

To view the list of landowners

Hover over “our clubs”
Select the club you’re interested in
Click the “landowners” tab.
Click on the contact whose details you’d like to view

To make it easier to find owners, Smarter Trails has included a number of search filters that can be applied to the list. To Apply a filter to the landowner list:

Enter a land name and/or contact
Press the Search button

Only the contacts who meet the search criteria you’ve entered will be returned.

Adding Landowners

Navigate to the the landowner section of your club. For help on finding the Landowners page, click here
Click the Add Landowner button to begin creating a new contact.

(screen shot of the landowners page with the Add button circled)

In the “Add/Edit landowners” window that is opened, enter the new contact’s description, first name and last name in the appropriate fields, as well as any other contact information that is available. The fields available are:

First Name

The first name of the contact

Last Name

The last name of the contact

Address

The mailing address of contact

City

The city of residence of the contact

State

The state of residence of the contact

The zip code of residence of the contact

The preferred email of the contact

Phone

The preferred phone number of the contact

Last Contacted Date

The last time the someone contacted the landowner

Follow Up Date

When the person should next be contacted

File Upload

Any PDF, MS Word, Text or Image associated with the contact

Notes

Any details that need to be stored about the user

When you are satisfied with your contact’s details, click the Save button to register the new landowner.
If you would prefer not to create the contact after all, you can cancel with either the Close button or the X in the top right corner of the Add/Edit landowners window.

Editing a landowner

Navigate to the the landowner section of your club. For help on finding the Landowners page, click here
Click the Edit button next to the contact you wish to modify.

All of the details that were entered when the article was created will be displayed, allowing you to update them to suit your needs.

Click Save and the changes will be displayed for your users.
If you decide to discard the changes, you can click either the Close button or the x in the top right corner and the contact will remain unchanged.