This article provides instructions about adding, editing, and deleting individual homeowner contact information, such email, address, and phone number.

Add Contact Info

To add homeowner contact information:

1. Navigate to Homeowners > Contact Info.
2. Confirm that you have the correct homeowner account.
   OR
   Click the homeowner name (1) to search for a different one.
   A Search screen opens where you can search for the homeowner and click Select beside their name. 
   The Contact Info page for the homeowner opens to show the homeowner's mailing address (2), phone number (3), and email address (4).
   
   
   
   
3. To add a new piece of contact information, click New Contact.
   Note: A homeowner can have unlimited pieces of contact information.
   The Edit Contact screen opens.
4. Provide the following information:
   Important: This screen contains different fields depending on the Contact Type selected.
   
   
   
   
   • Contact Type: Select the type of contact.
   • (Optional) Label: Enter a custom label for the contact.
   • Is Mailing Address: Select if this is the mailing address for the homeowner.
   • International Address: Select if this is an international address.
   • (Optional) Mailing Name Override: Enter a name to use (instead of the homeowner name) with this specific address on letters, statements, coupons, etc. 
   • Address fields: Enter the address information for the homeowner (you can select the state).
   • Primary: Select if the email or phone is the primary. All system notices and action item notifications are sent to the primary email address selected for the account. 
   • Email: Enter the homeowner's email address.
     Note: You can no longer enter multiple email addresses separated by a comma. Simply add a new email address through the New Contact button.
     
   • Phone: Enter the homeowner's phone number. The primary phone is where the homeowner will receive text messages if they opt for text communications.
5. Click Update.

Edit Homeowner Contact Info

To edit homeowner contact info:

1. Navigate to the homeowner (follow the previous procedure).
2. Click Edit beside the piece of contact info you want to change.
   
   
   
   
3. Make the changes and click Update.

Change the Primary Mailing Address

To change the primary mailing address:

1. Navigate to the homeowner (follow the first procedure).
2. Click Change Primary Mailing Address.
   
   
   
   
3. Select a different address.
4. Click Update
   The selected address will now display with (Primary Mailing Address) beside it.

Edit Homeowners Communication Preferences

To edit a homeowner's communication preferences:

1. Navigate to the homeowner (follow the first procedure).
2. Click Change Comm Preferences.
3. In the Change Comm Preferences screen, select:
   
   
   
   
   • General Communication Preference: Select how the homeowner will be notified with general communications. Options include: Paper, Email, App Notification, and Paper and Email.
   • Billing Communication Preference: Select how the homeowner will be notified with billing communications. Options include: Paper, Email, and Paper and Email.
4. Click Update.

Additional Reference