This article provides an overview of the Homeowner List page, including how to search for a homeowner, view a complete list of homeowners in an association and download information to an Excel spreadsheet, and create a custom homeowner report spreadsheet.

Contents

• Homeowner List
• New Property/Lot

Homeowner List

To view the Homeowner List page: 

1. Click Homeowners on the main menu.
   The Homeowner List displays all of the homeowners in the association.
2. On this page you can:
   
   
   
   
   • Association Name (1): Click to search for and select another association.
   • Owner Tags (2): Click within this field and select one or more tags from the list to filter by owners with specific tags. The homeowner tags are customizable by the association.
   • Column Header (3): Click to sort the list by that column, click a second time to change the sort from ascending to descending order, and a third time to clear the sort function. Click the Hamburger menu beside each column header to sort by ascending or descending order, add additional columns (such as Collection Status, Contact Information, Tenant Information, and Communication Preference, etc.), and use the additional filtering options as needed.
   • Search Fields (4): Enter criteria and press enter/return to filter the list.
   • Export to Excel: After you filter and display the information as you like, click to download the information to an Excel spreadsheet. 
   • Bulk Action Item: See the "How to Create Bulk Action Items from the Homeowner or Association Lists" article.
   • Edit: Click to see the full property and name record.
   • Select: Click to open that homeowner account.
   • Merge: See the "Merging Owner Accounts" and "Homeowner Merge Log" articles.
   • Delete: Click to remove an owner (conditions apply).

New Property/Lot

When you create a new property, which also adds the homeowner, a portal key is created automatically for that homeowner. If an existing homeowner is added to the property, a portal key is added for that homeowner if they do not yet have an individual key.

To create a new property/lot:

1. Click Homeowners on the main menu.
   The Homeowner List opens.
2. Click New Property/Lot.
   The New Homeowner screen opens.
3. Enter information in the appropriate fields. For more information see the "Adding a New or Previous Homeowner" article.
4. Click Update.

Additional Reference