How to Add and Edit Homeowner Contact Information

Summary: This article will provide instructions on adding and editing individual Homeowner's contact information.

To begin, navigate to the Homeowners > Contact Info screen. 

Confirm you have the correct Homeowner Account. To quickly change homeowners, click the Homeowner Name to search for a different Homeowner.

Select the Homeowner by clicking Select.

A page will appear that shows the Homeowner's email, address and phone number. 

An Owner can have an unlimited number of contacts.  To add a new piece of contact information, select +New Contact. Next, select the type of contact and add a custom label (if desired) for the contact and fill in the contact information. Then click Update.

To designate the primary method of communication, click Edit, then check the Primary box in the pop up menu as the primary contact method for that type.  All system notices and Action Item notifications are sent to the primary email address selected for the account. 

For accounts that would like to have multiple email addresses on file, multiple email addresses can be entered into the Primary email field by separating them with either a comma or semi-colon.  Note that the Primary Phone is where the Homeowner will receive text messages if they opt for text communications.

To edit the mailing address click Change Mailing Address. Next, select the address from the drop down menu and click Update. 

To edit the Homeowners communication preferences, select the communication method from the drop down menu and click Change Comm Preference, make the changes and click Update.

Additional Reference