Tips & Tricks

Owner Database Tips & Tricks

1. Navigation Buttons
2. Lockbox Address
3. Flex Data Report
4. [Show Me] Send an email to an owner
5. How to Change a Community Zip Code
6. How to Correct a Misspelled Street Name

Navigation Buttons

We have added navigation buttons to several of the Owner, Maintain sub windows, including the Property Info, Recurring Charges, Flex Data and Owner Flag windows so you can easily move from home to home making changes, without the need to return to the owner maintain window to switch between homes.

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Lockbox Address

A new option, Lockbox Address, has been added to Owner, Control Info. This provides a third address that may be specified for a community's lockbox and/or coupon payments. These new address fields have been added as merge codes in Form Letter, and may also be included in bills and coupons.

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Flex Data Reports

You can now print a Flex Data report that only includes the owners in which Flex Data has been entered. When you click to print the report, click yes on 'Do you want to print owners with Flex Data only?'

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How to Change a Community Zip Code

Go to OWNER, CONTROL INFO. Change zip code and select UPDATE PROPERTY ZIP CODE button. Note: This is also where you can change your community billing information.

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How to Correct a Misspelled Street Name

To fix a misspelled street name go to Owner, Maintain, and select one of the wrong addresses, and then click Property Information. Once there, click the down arrow by street name and on the bottom left you will see the edit street name function. Choose the street with the wrong name, make the change, and when it asks if you want to change all owners with that name click yes. TOPS will automatically change all of the addresses using that street name without affecting any of the histories.

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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