Big Projects: Association & Homeowner Additional Information

Project Summary:

This project is to fill in the Association Additional Info and Homeowner Additional Information screen for each association

Benefits of Doing This:

Association info will provide easy information to customer support personnel fielding phone calls.
If after hours call service information at their fingertips.
You can use the fields and data for Merge Tags in Letter Templates.
Information normally stored in someone’s head, sticky notes, or filing cabinet can now be captured in one location.
Makes transitioning to a new manager or employee easier.
Information is available on the app for managers on the go.

Questions to Consider:

How much additional information do you have stored in your other system or Shared Drive?
Do you have team members that can populate this information? Keep in mind this information can not be imported.

Approach and Details:

Review the available fields and then determine if any additional fields need to be added.
To view all available Fields to review, you can export the list to excel from the Association/Homeowner Additional Info screen.
Assign tasks out to non-super users for each Association.

Resources: