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, create a custom homeowner report spreadsheet, and view the Multiple Owners Homeowner List page.

Contents

• Homeowner List
• New Property/Lot
• Multiple Owners Homeowner List
• Properties Tab
• Homeowners Tab

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.

Multiple Owners Homeowner List

If you have the Multiple Owners feature enabled, the Homeowners List page contains two tabs:

• Properties
• Homeowners

Properties Tab

The Properties tab is similar to the current Homeowners List page with all existing functionality including new property (see the previous sections). It lists all of the property accounts and primary homeowners for the association.

Homeowners Tab

The Homeowners tab lists all current homeowners, not just the primary. On the Homeowners tab you can:

• Select Previous Owner Only (1) to display previous owners only.
• View the following columns:

  • Homeowner ID: The homeowners identification number.

  • Account #: The account number tied to the homeowner ID. If the homeowner ID is tied to multiple accounts, the list displays a row for each account number.

  • Homeowner: The business name (if applicable) on the first line with the homeowner's first and last name on the second line.

  • Address: The property address for the account and primary mailing address attached to the homeowner ID. This displays in the same way in the Address column on the Properties tab.

  • Phone: The primary phone number for this homeowner ID. 

  • Email: The primary email address for this homeowner ID.

  • General Comm Preference: The selected general communication preference for the homeowner ID.

  • Billing Comm Preference: The selected billing communication preference for the homeowner ID. If the homeowner ID is an additional owner on a property, this shows the homeowner ID preference and not the account preference.

  • (Optional) All Emails: All email addresses connected to the homeowner ID (also visible in the owner contact information). Only the homeowner ID emails display, not the emails of other owners of the same property.

  • (Optional) All Phones:All phone numbers connected to the homeowner ID (also visible in the owner contact information). Only the homeowner ID phone numbers display, not the phone numbers of other owners of the same property.

• Click Select (2) to open the Homeowner page.
• Merge (3): See the "Merging Owner Accounts" and "Homeowner Merge Log" articles.

Additional Reference