The Homeowners Listing page has been updated with several improvements to make it easier to view and manage property contacts and filter homeowner records. These changes streamline how contact information is displayed in the table and introduce new navigation options for quick access to homeowner account tabs.
Updates to the Homeowners Listing page include:
Only Property Contact 1 and Property Contact 2 listed.
Removed the Additional Addresses toggle.
Added the Additional Contacts toggle. When enabled, all additional property contacts are shown on the table.
Added legend indicators for Tenant, Property Contact, and Owner.
Replaced the Billing Type filter drop-down with Billing Method to provide updated filter options.
Hovering over the checkbox to the left of the homeowner’s name displays a submenu to access the following tabs: Information, Addresses, Correspondence, Fees, Resale, W/O's, Misc.
Follow these steps to search for homeowner records:
In CINC, go to Homeowners > Homeowners.
OR
In CINC with universal navigation, go to Residents > Residents > Resident list.
The Homeowner Listing page displays. Use any of the following filters and click Refresh to refine the listing.
Association: Search for and select an association or click All.
Filter Search: Select a filter option such as Name, select a search criteria such as Contains, and enter a keyword(s).
Previous Owners: 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.
Additional Contacts: Toggle on to include all additional property contacts.
Sections: 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:
In CINC, go to the Setup > Association Setup > Association Information page.
In CINC with universal navigation, go to the Associations > Associations > All associations > Association Information page.
Balance: Enter a numeric range to show only homeowners whose account balance falls within a specified dollar range.
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 submenu from which to select tabs.