Contacts and Consent - Using the Homeowner Listing Page
Contacts and Consent - Using the Homeowner Listing Page
Follow these steps to search for homeowner records:
In CINC Core, go to Homeowners > Homeowners.
The Homeowner Listing page displays. Use any of the following filters and click Refresh to refine the listing.
Field
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Description
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Association
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Search for and select an association or click All.
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Filter Search
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Select a filter option such as Name, select a search criteria such as Contains, and enter a keyword(s).
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Previous Owners
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Toggle on to include previous owner records such as those whose ownership has ended (e.g., after a resale), and their owner status is set to Previous Owner.
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Additional Contacts
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Toggle on to include all additional property contacts.
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Sections
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Defaults to All Sections.
Select an option to include only those homeowners belonging to specific sections within the selected association.
Set up on the Sections tab of the Setup > Association Setup > Association Information page.
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Balance
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Enter a numeric range to show only homeowners whose account balance falls within a specified dollar range.
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To further search or sort the results, use the filters in the table’s headings.
To make the current filters the default view, click Save View.
The color-coded legend indicates the contact’s persona. You can hover over the checkbox to the left of the homeowner to view a sub menu from which to select tabs.