Manually Entering Previous Owners (No Import)

Whether it was a data entry error, or missed information from the original import spreadsheet, there might be an instance in which one of your previous owners was not entered into the system after creating all of your current homeowner entries. If that is the case, here are some steps you can follow to add that previous owner without sending in a support ticket.

First, go to that Association in Vantaca by hovering over the Homeowner tab and clicking on Homeowner List. You can search for the property by typing in the address in the Address search field. Once you locate that property, click on Select to the far right. If the property needs to be added to the database, just click the New Property/Lot button, enter in the necessary material, and follow the rest of the steps in this article. 

Next, hover over the Homeowner tab and select Contact Info from the drop down menu. On that screen, you will click on the property address that should be in blue text. A new window will pop up that looks like the one below.

From there, you will enter in the Old Account # (And Old Account #2 if needed) associated with the previous owner. The next entry is a date. You'll want that date to be any day before your software conversion date. For example, if you went live with Vantaca on November 1, 2019, you'll want that date to read October 31, 2019, or some date prior to that.

After you've entered in that information, click Update, and you'll have record of a previous owner account associated with that property. Well done!