How to Add and Edit Homeowner Contact Information

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

Objectives:

• See, add and edit a homeowners contact information
• Set a Homeowner's communication preferences 

Instructions:

To begin, hover your cursor over the Homeowners menu item on the top navigation bar, and select Contact Info from the drop down menu.

 

Click the search icon to search for a Homeowner...

...and then select the Homeowner

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 the +New Contact button. Next, select the type of contact and add a custom label for the contact.  Then fill in the contact information.  Then click the Update button.

To designate the primary method of communication, click the Edit button, 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 the Change Mailing Address button.  Next, select the address from the drop down menu and click the Update button. 

To edit the Homeowners communication preferences, select the communication method from the drop down menu and click on the Update Comm preference button.

Additional Reference: