Adding Correspondence Notes
Adding Correspondence Notes
You can add notes, such as a record of a phone call, to correspondence records. Multiple notes can be created for each homeowner correspondence record. Some notes are automatically generated by the system when certain events happen around violations, quick correspondences, ACC request, etc.
Select Homeowners > Homeowners. The Homeowner Listing screen is displayed. If you are using universal navigation, click Residents > Residents > Resident List.
Search for and select the desired association.
Select the homeowner.
Click the Correspondence tab at the bottom of the Primary Homeowner Information screen.
On the Correspondence Listing screen, search for and select the hyperlink of the correspondence to view or add notes for.
On the Notes History screen, click New.
On the Notes History screen, complete the following information:
Description: Enter a description for the correspondence.
Corr Type: Select the correspondence type from the dropdown.
Status: Select the status.
Note Date: Defaults to today’s date but may be changed.
Note Type: Select the note type such as Email or Letter.
Next Contact: Enter or select the date of the next contact if needed. You can receive an alert to review the account on the date entered if the alert for Next Contact Reminder is enabled.
Template: Select a template from the dropdown, then click Go to load the template.
Make changes as needed.
Click Save. The new note is saved to the specific correspondence record.