The Association List provides a searchable interface for viewing and managing all associations available to users based on their responsibilities and portfolios. Users can filter, sort, and customize the display to find specific associations efficiently. The page supports bulk operations, Excel exports, and direct navigation to association-specific pages.

Contents

• Association List Overview
  • Sorting Columns
  • Using Filters
    • Default Filter Behavior
    • Advanced Filtering
  • Adding and Removing Columns
  • Export to Excel
  • Create a New Association
  • Bulk Action Items
  • Save Grid Settings
  • Edit, Delete, and Select Actions

Association List Overview

Navigate to Association > Association List to access the main interface. The page displays a searchable list of all associations with seven default columns ordered by Association Name. Each column can be filtered and sorted independently to display the information in the way that works best for you.

Note: Only associations available to users based on their responsibilities and portfolios display on this page.

Sorting Columns

To sort data by any column:

1. Click the column header to sort from 0-9 then A-Z.
2. Click the column header again to reverse the sort order (Z-A then 9-0).
3. Click the column header a third time to remove the sort.

Alternative sorting method: Click the Hamburger () icon on any column header and select sorting options from the dropdown menu. You can also select all columns that you want to see, or remove columns you don't need.

For example:

Clicking once on Code sorted all data on that column. Notice the small blue arrow next to Code to indicate a sort is placed.

Using Filters

Each column includes a text box between the header and data for filtering.

Default Filter Behavior

• Text columns: Enter text to display items containing the entered character string.
• Number columns: Filter by greater than or equal to the selected number.

Advanced Filtering

To access additional filter options:

1. Enter your criteria in the filter text box.
2. Click the funnel symbol to the right of the box instead of pressing Enter.
3. Select your preferred filtering option from the dropdown menu.

Note: Available filtering options depend on the column type.

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Adding and Removing Columns

To customize displayed columns:

1. Click the Hamburger () menu on any column header.
2. Select Columns from the dropdown menu.
3. Select the columns you want to display.
4. Deselect the columns you want to hide.

Export to Excel

To export association data:

1. Apply the desired filters and sorting.
   Only data that meets the current filter criteria, sort order, and selected columns will be exported.
2. Click Export to Excel at the top of the screen.

Note: Browser popup blockers may prevent downloads. Enable popups for Vantaca if the export fails.

Examples:

Data is filtered in column 3, sorted in column 4, and the displayed columns are changed

After clicking Export to Excel the Excel includes the displayed (filtered and sorted) data.

Create a New Association

To create a new association:

1. Click New Association.
   The New Association screen opens.
   
   
    
2. Provide the required information. For detailed instructions, see the "How to Create a New Association" and "New Association Checklist" articles.

Bulk Action Items

The Bulk Action Item button allows you to create association-level action items for multiple associations at the same time.

To create action items for multiple associations:

1. Select each desired association.
2. Click Bulk Action Item.
   The Bulk Action Item screen opens.
   
   
    
3. Provide the action item information. For details, see the "How to Create Bulk Action Items from the Homeowner or Association Lists" article.

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Save Grid Settings

The gear icon in the top-right corner provides grid customization options:

• Save Grid Settings: Select this option to save current sorting, filtering, and column settings for your user account. These settings persist each time you access this page.
  Important: This saves all current filters, including active searches. If you search for "Abe Lincoln" before saving, that search will be active every time you access this page.
• Reset Grid to User Default: Select this option to restore your previously saved grid settings. Use this to refresh the page back to your preferred settings after making temporary changes.
• Reset Grid to System Default: Select this option to clear all saved grid settings and restore system defaults. You must save grid settings again to establish new defaults.
  Note: Use this option if a page appears empty when it should contain data, as hidden filters may be preventing data display.

Edit, Delete, and Select Actions

Each association record includes action buttons on the right side (permissions dependent):

• Edit: Click to open the Edit Association screen where you can update basic association information. This displays the same fields used when creating a new association.
• Delete: Click to delete the association. A confirmation popup appears before deletion. Associations deleted within the last 30 days can be restored by selecting Include Deleted Associations (Last 30 Days) at the top of the Association List page, locate the association, and click Undelete. Note that the Association > Association > Delete permission is required to view the Undelete button.
  Important: Association deletion cannot be undone. Use this action with extreme caution.
• Select: Click to select the association and navigate directly to the Association > Action Items page for that association. Other pages in the Association menu will default to this association until another is selected.