Limit invoices and votes to one per address when you create individual Households. Note that you must enable this feature to use it. If you do not plan to issue invoices or conduct member surveys through your website, you may not need to activate this feature.
By default, Household invoices only identify the address of the property that receives them. The Primary Resident feature enables you to add a Primary Resident to each Household that contains Household Members. Apply this automatically, or make a manual selection for individual Households. The Primary Resident’s name then appears on all invoices generated from Household … Read more
Leave a Household listed in your records, but remove it from the active list. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the … Read more
Leave an Address listed in your records, but remove it from the active list. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the … Read more
Remove a Household from your website altogether. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the entry you want. If your list covers … Read more
Remove an Address from your website altogether. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. If your list covers … Read more
Download a data file that contains all the information about your current Addresses. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, click on the “Addresses Actions” button and choose “Download Current Addresses.” Download the “current-addresses.csv” … Read more
Download a data file that contains all the information about your current Households. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, click on the “Households Actions” button and choose “Download Households.” Download the “current-households.csv” file … Read more
Review information for an individual Address and make changes to it. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. … Read more
Review information for an individual Household and make changes to it. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the entry you want. … Read more
Change the Household settings that govern roles and responsibilities for invoices and voting. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, click on the “Households Actions” button and choose “Edit Types.” In the “HOUSEHOLDS SETUP” … Read more
Create an Address record with data that you type. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “Addresses” window that opens, click on the “Addresses Actions” button and choose “+New Address.” In the “ADD NEW ADDRESS” window that opens, … Read more
Create an Address record with data that you type. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “Addresses” window that opens, click on the “Addresses Actions” button and choose “+New Address.” In the “ADD NEW ADDRESS” window that opens, … Read more
Create a Household record with a combination of data that you enter on Households screens and elsewhere on your website. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “Households” window that opens, click on the “Households Actions” button and … Read more
If you already have a complete list of community Addresses, you can begin with the Addresses feature. Set up the Addresses of your community’s individual lots, either through manual data entry or with a data import file that adds multiple entries at once.
The Household Form enables you to assign custom values during Household data import. You can view these custom values when you edit Household data. Add any of six custom field types. (You may be familiar with these field types from customization of the Member Form.) Select “Short Text Input” as your field type if you … Read more
NOTE: This topic also discusses Member imports. “Do I need to use the HOA Start Households feature?” That’s a question you’ll need to answer while you’re setting up your community during the Onboarding Process. When you reach that point, here’s how to simplify the decision. Do you want to allow everyone who lives in your … Read more
Add information about multiple Addresses to your site in one pass with data import. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, click on the “Addresses Actions” button and choose “+Import Addresses.” In the “IMPORT … Read more
Add information about multiple Households to your site in one pass with data import. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Household Imports” tab. In the “HOUSEHOLD MEMBER IMPORTS” window that opens, click on the “Households Actions” button and choose “Import Households.” … Read more
Check your past Household imports to see if all your data uploaded correctly. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Household Imports” tab. In the “HOUSEHOLD IMPORTS” window that opens, scroll through the Household list till you find the row that contains … Read more
