OverviewThe Resident Directory is an internal address book of all your resident contact information. Here, you can view and search resident contact information, as well as edit resident phone numbers and email addresses, depending on your authority level. You can also print the Resident Directory for your staff. |
Note: Click on the images to enlarge them.
Table of Contents |
Where can I find the Resident Directory?
The Resident Directory can be accessed via the Front Desk or Communicate Tab.
Via Front Desk Tab
Via Communicate Tab
How to search the Resident Directory?
Enter any part of the Unit #, Resident Name, or Email Address into the Search box and Click Search. Or leave the box empty and click Search to view all.
The Advanced Search button allows users to filter resident information by Floor, Line/Stack, and Location (if applicable). Multiple filters may be applied simultaneously.
The Advanced Search also allows users to view just the Current Residents (excludes Owners that have Renters, Tenants or another Second-Level Occupant Type) or omit Second-Level Occupants (Renters, Tenants, etc.).
Advanced Search (after clicking Show Advanced Search Options)
Layout Options
Layout Options appear on the right of the Resident Directory Search page and allow Resident Data to be viewed in either List or Address Card layout.
List format
Address Card Format
Export and Print Options
Resident Directory search results can be exported to Excel, PDF, or as a Word document from the List view. (Note - the export options will export the data shown on the page, to export All data set the Page Size to All).
The Print button (highlighted in the top right of the screenshot above) is available on both the List and Address Card layout.
Emailing from the Resident Directory
Select unit(s) to include on the email using the checkboxes to the left of the search results or click Select All. After selecting, click Send Email to Checked to be taken to the Send Email page and the selected residents will appear as recipients.
More Resident Directory Options
By default the Resident Directory is visible to all employees. Employees with the highest Authority Level (Security Officer) may restrict the visibility of the resident contact information to certain employees by using the Allow Staff to view resident contact information Special Permission.
If your property has the Auto Dialer feature enabled, employee users may click on a phone number in the Resident Directory search results to place a call.
To have the Resident Directory activated or deactivated for your property contact [email protected].