Summary: This article will show you the step-by-step process of successfully merging owner accounts.
To being, verify the mailing address and name of the accounts you wish to merge. Payment methods for each account will remain separate and will not be merged.
Note: Unmerging accounts is a very difficult and time consuming task that requires Tech Support on Vantaca's side.
Once the above information is verified for each account that is going to be affected, begin the merge process by going to the Homeowner List and finding the account you wish to merge into the other.
Press the Merge button next to that account you wish to merge and the Merge Homeowner window will display.
Next, search for the owner you wish to merge into by using the homeowner name and mailing address fields. Once the correct owner is found, press the Merge button to merge the originally selected account INTO that owner.
The accounts will then both show identical contact information and the merged properties will show on the "All properties" tab on each of the merged account ledgers.
Please note: the 'All Properties' tab on Owner Ledgers does not show any properties that do not have ledger items.
Other helpful things to know:
- All contact info will be retained from both owners, so you may end up with duplicates that need to be deleted on the contact info page.
- This can be done for owners who have properties in multiple associations. The owner will then be presented with a drop down selection in the portal to switch between properties.
- There is an available column for Home Owner ID on the homeowner list. This is the ID of the homeowner – if it is the same on two properties, those are already linked.
- Unmerging is complicated! It has to go through our development team and can be difficult to figure out how to separate activity once the owners have been merged. Attention to detail and keeping permissions to merge limited is highly recommended.