Tips & Tricks

Community Fact Sheet Tips & Tricks

• New Additions to Community Fact Sheet
• Store Management Company Information
• Community Fact Sheet Attachments

New Additions to Community Fact Sheet

'Fact Sheet' is now a button on the main TOPS Module Bar (to the left of Global) making it easy to find and maintain information about the communities you manage.

We have also added several new fields to the program, specifically, a drop down for the Property Manager assigned to this community, containing his or her email address and signature field. The signature field is mapped to a Form Letter merge field, to allow you to set as default signature text that can be inserted at the end of form letters containing the association's specific property manager's contact information. Click the grey arrow on the right of the Cell # field in the General tab of the Community Fact Sheet to access these new fields.

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Store Management Company Information

Click 'File', then 'Management Company Info' to enter your management company name and address or, if a self-managed community, your community info. It only takes a minute or two to enter the information, and is a required setup step for several of our 3rd party plug-ins.

Fourteen new Form Letter merge codes have been added to enable you to print Management Company information in form letters. This is a great way to keep one master copy of your contact information, so if you have a change in phone number, for example, you can change it in one easy location, instead of having to update scores of form letters.

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Community Fact Sheet Attachments

The new Attachments feature has been added to the Community Fact Sheet , allowing you to attach important community documents to the community.

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Tips and Tricks
Modules:

• Accounts Payable
• Accounts Receivable
• Administration
• Attachments
• Check Rec
• CC&R
• Cmty Fact Sheet
• Form Letters
• Gate Security
• General Ledger
• Global Functions
• Job Streaming
• Owner Database
• Payroll
• Phone Messenger
• Plug-Ins
• Printing & Reports
• Utilities
• Users & Passwords
• Work Order