Navigating the Homeowner Account

Summary: This article will provide instructions on ways to access a Homeowners account. In addition, it will explain how to navigate the various functions within the Homeowner Header in the Vantaca system.

Objectives:

Access a Homeowners account using several different methods
Describe the functions and features of the Homeowner Header

There are several ways to access a Homeowner's account. One way is to hover your cursor over the Homeowners dropdown menu and select the Homeowner List screen.

From here, search for the Homeowner's name, then click Select.

Another way to access a Homeowner's account is to hover your cursor over the Homeowners drop down menu and select whichever screen you need to access, such as Action Items, Activity Notes, Ledger, etc.). Search for the desired Homeowners account by clicking on the Homeowner's name.

However you have accessed a Homeowners account, the top section is known as the Homeowner Header. You'll notice that the following items are all clickable links:

Property
Page Icon
Mailing
Tenant
Phone
Next Assessment
Collection Status
Email
Balance
Overall Balance

The following is a description of the all the clickable links:

Property Address

By clicking on the Property Address, an Edit Homeowner/Property box pops up so you can edit the Property Record.

Page Icon

Clicking the Page Icon (next to Property) brings you to the Homeowners Activity Notes screen for this Property:

To learn more about Homeowner Activity Notes, see Navigating the Homeowner Activity Notes Page.

Contact Information

By clicking Mailing, Phone, Email, or Comm Preference links, you can access the Homeowners > Contact Information and be able to add or make changes to these items.

To learn more about Homeowner Contact Information, see How to Add and Edit Homeowner Contact Information.

Tenant Account

By clicking on the Tenant link, you will have access to the Tenant Account information and be able to make additions or changes.

To learn more about Tenants, see What's New with Tenants.

Homeowner Ledger

By clicking on the Next Assessment or the Balance link, you can access the Homeowner Ledger screen.

To learn more about the Homeowner Ledger, see Navigating the Homeowner Ledger.

Action Items

By clicking on the Collection Status link, you can access the Homeowner's Action Items screen.