Once a contact record has been created, you can update its profile, contact information, and notification preferences at any time to keep homeowner account data accurate and current.
Follow these steps to edit a contact record:
In CINC, go to Homeowners > Homeowners.
OR
In CINC with universal navigation, go to Residents > Residents > Resident list.
The Homeowner Listing page displays. Select the homeowner or property the contact should be tied to.
The Contacts page displays. Click the appropriate Name link.
The Contact window displays. Click each tab and edit the fields as needed.
Note: The Primary Contact and Board Member toggles are view-only.
To update the Primary Contact designation:
In CINC, go to Homeowners > Homeowner Listing > Primary Homeowner Information and update the Property Contact 1 and Property Contact 2 fields.
OR
In CINC with universal navigation, go to Residents > Residents > Resident list > Primary Homeowner Information and update the Property Contact 1 and Property Contact 2 fields.
To update the Board Member designation:
In CINC, go to Setup > Association Setup > Association Information and click the Directory tab.
OR
In CINC with universal navigation, go to Associations > All association > Association Information and click the Directory tab.
Click Save.