Contacts and Consent - Managing Homeowner Address Types
Contacts and Consent - Managing Homeowner Address Types
Address types control where correspondence is sent and who can see certain addresses in the portal and app. Use these settings to manage coupon eligibility and control which address types are visible to owners and tenants.
Follow these steps to manage homeowner address types:
In CINC Core, go to System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
The Maintain Drop Down Options page displays. Select Homeowner Address Type as the Drop Down List option.
Click New.
A blank row displays. Enter a Description and then click Save.
Locate the new Homeowner Address Type and select the following information:
Multi-Tag: Enable toggle to include the Homeowner Address Type when multi-address merge tags are used in correspondence templates.
Send WO Emails: Enable toggle to allow the Homeowner Address Type to receive work order email notifications. Block unwanted work order emails to address types like Emergency contacts. Property Address type is enabled by default and can’t be changed.
Coupons: Enable toggle to allow the Homeowner Address Type to receive a coupon book.
Tenant Type: Enable one of the following toggles for tenant-specific reporting for the Homeowner Address Type:
None (default): Not associated with tenants.
Active: Current tenant; gets a Tenant persona. Only Contact Types marked Tenant Type Active are selectable.
Previous: Former tenant. Contacts get a Previous Tenant persona.
Hide From: Enable the Owner and Tenant toggles as needed to control visibility in the WebAxis Homeowner and Board Portal, the Homeowner & Board Portal, and in CINC Core when selecting mailing addresses.
Click Save and repeat as needed.