To change which owner this record belongs to, select it in the table and use Assign to… instead.
One owner file # per entity — land and lease records get linked to this owner afterward from the Land Data module.
To change the owner or operator, use Assign to… instead — Edit changes only this lease's own details.
One internal operator # per entity — leases get linked to this operator by name from the Leases module.
One well # per wellbore — assigned automatically if you leave it blank.
One advisor # per person — assigned files, projects and invoices all reference this advisor #.
Adds this record to the advisor's caseload, shown on their profile as a file they're responsible for.
Attach it to a Project # or Owner # and pick the advisor — those projects and their subprojects populate each line item.
Enter the Owner #, Industry Pro # (IP #), Advisor # or Admin # Citadel Canyon sent you. Samples: O-10001 (owner), V-1001 (industry pro), ADV-1001 (advisor), ADM-1001 (admin). This is a lightweight simulation of that lookup — a real deployment would confirm this by the emailed sign-in link itself.
Tell us a bit about yourself and Citadel Canyon will follow up about setting you up with a login.
Citadel Canyon guessed these from your file's headers — check them and adjust any that look wrong.
A record can be attached to more than one project or subproject. Attaching an operator to a lease or well makes it that lease’s or well’s operator.
Matches an existing owner # by name, or creates a new one if this name isn't on file yet — same one-owner-per-entity rule used everywhere else.