From time to time, you want to collect information from your membership or get their opinions about topics of pressing interest to your organization. Your website’s Custom Forms give you the ability to accomplish these objectives with ease. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. … Read more
Create custom forms to document, approve, modify, or reject ticket submissions for members’ requests for architectural changes, maintenance, and other matters that require administrative oversight. Include comments to members and remarks that only administrators can see, file attachments, and more. Lock submissions during modification requests and after final determinations to approve or reject.
From community reports of covenant violations to administrative guidance of enforcement actions, the Violations feature accommodates an interactive process that upholds neighborhood standards with respectful action. Capture the entire course of each violation in a unified interface that enables administrators and members to confer and react.
Once you create a custom form to obtain information from members as they enroll or at specific points in their activity, create a Forms page on your website and add the form to it so members can see and respond to it. To learn how to create a new custom form, see the “Create a … Read more
To set up a form so you can request or require your members’ input, you first must create the form. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab to create a custom form, or the “Voting/Surveys” tab to create a … Read more
Add a new violations form to receive community input. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, click on the “+Add New Violations Form” button. In the “ADD NEW VIOLATIONS FORM” window that opens, enter … Read more
To build a ticket, start with the form that contains its input fields. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, click on the “+Add New Ticketing Form” button. To learn how to create … Read more
To learn how to add a page to your website, see the “Add a Page” section of the “Site Setup – Pages, Templates & Menus” instructions. As you follow these instructions, select “Forms” from the “Page Template” dropdown menu in Step 4.
After you create a form, you can reopen it to add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate your form in the list. Click on … Read more
After you create a ticket, you can add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket in the list. Click on the “Edit” icon (blue … Read more
After you create a violations form, you can reopen it to add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate your form in the list. In the “ACTIONS” … Read more
Deactivate a custom form that you no longer need. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Deactivate.” In the “DEACTIVATE FORM?” window that opens, … Read more
Deactivated tickets become invisible and inaccessible to members and the public. Only administrators can access them, and only through the “Tickets” feature of the Admin dashboard. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, … Read more
Deactivate a violations form that you no longer need. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Deactivate.” In the “DEACTIVATE FORM?” window that opens, click on … Read more
Download a PDF file that contains the details of an individual violation. From the listings for a specific form Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate the applicable violation form in the list. … Read more
Download a spreadsheet-compatible file that contains all the relevant information from all violations submitted through an individual violations form. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate the applicable violation form in the list. … Read more
Once a custom form receives submissions from members who enter data into it on your website, download the data from the “CUSTOM FORMS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate … Read more
Once a violations form receives submissions from members who enter data into it on your website, download the data from the “VIOLATIONS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate your form in … Read more
Once a ticket receives submissions from members who enter request data into it on your website, download the data from the “TICKETS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket … Read more
Create a copy of an existing custom form for a new purpose. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, open the “ACTIONS” column’s three-dots menu and choose “Duplicate Form.” In the “DUPLICATE … Read more
