Activities > Find Account
Learn how to locate individual Homeowner Accounts or a list of Accounts using a variety of search criteria.
Step 1. Navigate to Activities > Find Account, or Home to use the Account Search block on your dashboard.
Step 2. Complete search fields to find a single account or list of accounts that meet specific criteria.
Association - Select the correct Association or Association Group from the drop down menu.
Section - Select the correct Association Section, if applicable.
Account Name - Enter all or part of a name to search by any name on the account.
Account Id - Enter the Account number assigned by eUnify.
Property Address - Enter all or part of an address or street to search by Address.
Phone # - Enter all or part of the phone number to search by phone number. .
Email - Enter all or part of the email address to search by email.
Assoc Code - Enter the number assigned to the Association.
File Number - Enter the number assigned to the account by a prior management company or prior computer system. Note- This field is not always used.
Misc - This is an optional field. If used, enter all or a part of the information into the field.
Ownership - Select Current or Former from the drop down menu.
Step 3. Click the Magnifying Glass icon to open the record.
