Select Homeowners > Homeowners. The Homeowner Listing screen is displayed. If you are using universal navigation, click Residents > Residents > Resident List.
Click the link under any of the following columns on the Homeowner Listing screen to view the Primary Homeowner Information screen.
The following tabs contain additional information:
Addresses: Additional addresses can be added for mailing purposes, and to store additional owner information such as tenants, management company addresses, etc.
Correspondence: Communications to homeowners (notes, letters, etc.) are saved here for review. An alert for a Next Contact Reminder may be set under File > Alerts/Reminders. Any collection or violation letters issued through the system are stored under Homeowner Correspondence. If you are using universal navigation, click Notifications > Alerts Setup.
Fees: Fees/assessments related to the homeowner as defined in the association fee setup. This tab may be used to generate billing for an individual homeowner.
Information: Main Homeowner Information screen as displayed from the initial search results. This is where the property address and owner information are saved.
Transactions: Transaction History screen (also known as the Homeowner Ledger). You can view or sort in multiple ways depending on the need: assessment grouping, date order, payments-only (to find a missing payment).
Resale: Completed to separate pre- and post-bankruptcy accounts and to change ownership.
W/Os: Work orders can be submitted for the homeowner from this tab. It is assumed that the work location is the homeowner property being viewed (auto-populates).
Misc: Miscellaneous information (e.g., insurance, parking pass number, etc.) can be stored here. Contains company-defined, reportable fields unique to a homeowner (e.g., pool pass so lifeguard knows who can access pool, condo parking spaces, etc.).
Viewing Additional Primary
Viewing Additional Primary