Communities module

Adding & Editing a Community

Adding a property

Adding a property

  1. Go to Communities and click Add Community.
  2. Enter the Property Name and Property Manager Email. Unit Count and Phone are optional. Click Continue.
  3. Start typing the Property Address, then select the correct result from the autocomplete dropdown. Do not only type the address and continue.
  4. Selecting the dropdown result automatically fills State and Zip Code and attaches the latitude and longitude used to locate the property. Confirm the populated values, then click Continue.
  5. Choose the Service Days, set the property to Active or Inactive, and click Create Community.
Adding a community: opening the form, filling in name, contact, address and service days, then creating it

The address field searches as you type. Selecting a suggestion is required: it fills State and Zip Code and stores the property latitude and longitude. Those coordinates power the property map location and location-based field workflows.

Editing

Open the property and use Edit Property Details. Changes take effect immediately, including on the mobile app.