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Owners - New Ways to Filter

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Feature update: 09-26-17

Description

There are new ways to filter owners. This guide lists the new filter options available on the Owner page.

 

How to get there

Under Portfolio, select Owners

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View the filters by selecting Additional Filters in the upper right-hand corner beneath the actions menu:

 

Filter Options:

  • Owner Balance (range) - Enter a minimum and/or maximum balance range:
  • Owner Types - Defaults to all selected. Choose the resident type you wish to filter by:


  • Keyword - Filter by street name. Additionally, look ups owners based on Last Name, Account Number, and Lot Number:


  • Management Items - Filter by those who have an open Violation, Service Request, or Work Order:


  • Active Offsite Address - Filter by owners who have a primary mailing address that is not the same as the property address:


  • Show Deleted Owners - Shows any owners that have been removed:

 

After you make any changes, make sure to click Apply to view the results. 

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