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.