Manage Custom ACC Templates
Manage Custom ACC Templates
Before creating a template, specific permissions must be granted to the security group of which the user is a member.
Select Security / Security Permissions.
Click Edit Security Group next to the applicable security group name.
Scroll down to the Templates section, then select the View, Add, Update, and Delete for Custom ACC Request and Map Custom ACC Request checkboxes as applicable.
Click Save.
Select Template > Manage Custom ACC Templates. If you are using universal navigation, click Settings > Resident Portal Management > Manage Custom ACC Templates.
Click Add New Custom ACC Template to open the Add/Edit Custom ACC Template screen.
Enter the Template Name and Page Heading information/description for the ACC Request Form.
Select the following checkboxes as needed:
Display Association Name?: Check this box for the Association Name to automatically prefill on the ACC Request Form.
Display Today Date?: Check this box to have today’s date automatically prefill on the ACC Request Form.
Display Owner Name?: Check this box to have the homeowner’s name automatically prefill on the ACC Request Form.
Display Account Number?: Check this box to have the homeowner’s account number automatically prefill on the ACC Request Form.
Display Address?: Check this box to have the homeowner’s property address automatically prefill on the ACC Request Form.
Display Zip?: Check this box to have the homeowner’s zip code automatically prefill on the ACC Request Form.
Display Unit#?: Check this box to have the homeowner’s unit number automatically prefill on the ACC Request Form.
Display Village?: Check this box to have the homeowner’s unit number automatically prefill on the ACC Request Form.
Display Phase?: Check this box to have the homeowner’s unit number automatically prefill on the ACC Request Form.
Display Home/Work/Cell Phone?: Check these boxes to have the homeowner’s home, work, and/or cell phone numbers automatically prefill on the ACC Request Form.
Is Home/Work/Cell Phone Editable?: Check these boxes to allow the homeowner to update their home, work, and/or cell phone numbers from the ACC Request Form, specifically for the purpose of the request. Updating the phone numbers from the ACC Request Form will not update the numbers on the homeowner’s website profile or in CINC Accounting.
Display Email Address?: Check this box to have the homeowner’s email address automatically display on the ACC Request Form.
Is Email Address Editable?: Check this box to allow the homeowner to update their email address from the ACC Request Form, specifically for the purpose of the request. Updating the email address from the ACC Request Form will not update the address on the homeowner’s website profile or in CINC Accounting.
Display Planned Start Date?: Check this box to display a Start Date field on the ACC Request Form.
Display Planned Completion Date?: Check this box to display a Completion Date field on the ACC Request Form.
Planned Start Date Heading: If using the Planned Start Date field, enter a description for the field.
Planned Completion Date Heading: If using the Planned Completion Date field, enter a description for the field.
Is Planned Start Date Required?: Check this box to make the Planned Start Date field mandatory.
Is Planned Completion Date Required?: Check this box to make the Planned Completion Date field mandatory.
Display Attachment?: Check this box to display an attachment link on the ACC Request Form.
Attachment Heading: If using the attachment link, enter a description for the Attachment field.
Is Attachment Required?: Check this box to make the Attachment field required.
Acknowledgments Heading Text: Enter a description for the Acknowledgments field to display nonalignment statements the homeowners can select upon submission of an ACC request.
Display Acknowledgments 1/2/3?: Check this box to display the Acknowledgment field.
Acknowledgments 1/2/3 Text: If displaying the Acknowledgment field, enter the text for the acknowledgment.
Display Other ACC Type?: Check this box to display an “Other” field where homeowners may type in their own ACC request description.
Other Fields Details: If additional fields are needed for the completion of the ACC Request Form, enter/select the following information:
Name: Name of the field, e.g., Materials to be Used.
Type: Select the type of field needed.
TextBox: Allows for one line of text.
TextArea: Allows for a large amount of text with scrolling capabilities.
CheckBox: Allows homeowners to check the checkbox.
Date: Allows homeowners to select a date.
Order: List the order in which the fields should display on the form.
Mandatory: Check this box if the field is required.
Click Save & Preview.