Vantaca Features
Merge Homeowner
Description:
The following additions have been made for the Merge Homeowner process
- The Homeowner Merge Log has been added to the System menu.
- The page will contain the following available columns:
- Merge Date: Date the Merge occurred
- HOID: Homeowner ID of the current owner
- Prev HOID: Homeowner ID of the prior owner
- Status: Current status, either Merged or Unmerged.
- Homeowner: Current owner name
- Prev Homeowner: Prior homeowner name
- Property: Property Address
- Note: This column will not be enabled by default.
- Mailing Address: Primary mailing address
- Note: This column will not be enabled by default.
- Days Merged: Number of days the property has been merged. Will display as "0" if the merge was today.
- The page will contain the following available columns:
- A preview form has been added to the Merge Homeowner process.
- Once the user clicks the Merge button, a confirmation popup will be displayed showing what fields and information will be updated upon confirmation of the homeowner merge.
- The following fields will be displayed in the Merge Homeowner preview form:
- HOID
- Homeowner
- Mailing Address
- Once the user clicks the Merge button, a confirmation popup will be displayed showing what fields and information will be updated upon confirmation of the homeowner merge.
Impact:
These changes to the homeowner merge process will mitigate the chance of error and ensure that you don't have to reach out to support for corrections now that you know exactly what homeowner fields are being updated.
Error Codes
Description:
The following error messages have been added to the Generation Process to prevent client confusion about why an error had occurred:
- Error Code - 804:
- "Failed due to missing start date parameter. - Error Code: 804"
- "Failed due to unselected assessment upon generation. - Error Code: 804"
- "Assessment-Monthly Assessment failed due to assessment rule setup. - Error Code: 804"
- Error Code - 305:
- When action item is trying to combine a bad file:
- "Error combining documents: [document.pdf]. Please delete and re-upload the file. - Error Code: 204"
- When action item is trying to combine a bad file:
Impact:
These less ambiguous error codes will ensure that you have a clear understanding of why the Generation Process encountered an error so that you can easily resolve the problem.
ACH ID Tooltip
Description:
TA tooltip for the ACH ID has been added to Associations > Bank Accounts > +New Bank Account form. The link redirects the user to an article in the Vantaca Library.
Impact:
This tooltip was added to provide more transparency around the ACH process and mitigate the chance of ACH issues going forward.
Vantaca Corrections
Email Formatting
- Fixed an issue causing the CSS code to be visible to the Send To roles after a homeowner had replied to the Email.
Print Queue Performance
- Fixed an issue with the Mailroom > Print Queue experiencing intermittent load times and not loading specific jobs.
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