Activities > Find Account 


Learn how to find an Owner Account and edit account Tabs.


Use this page to review, edit or add the following Owner information.



Account Info

Violations

Transactions

Recurring Charge

Work Orders

Concierge

ARC

Account Ledger

Reservation

Contacts

Notes

Documents

Tasks

Phones

Passes

Vehicles

Visitors

Resident Requests

Tracked Items

Delinquency

Pets

Custom Letter

Insurance

Email Log

Attorney

Bankruptcy



Customize Tabs on the Find Account Page


NOTE- Some Tabs may not be accessible based on the permissions for the User Profile. Please see your Administrator if you need access to a Tab that isn’t available. 


Step 1. Navigate to Administrative > Manage Profiles.


Step 2.  Click the Pencil icon for the Profile you want to edit. 



Step 3. Click the Arrow to open the Activities menu, and then click the Pencil icon next to Find Account.


Step 4.  Click the Tabs tab.



Step 5. Use your cursor to drag and drop the Tab Headings to or from All Elements or Selected Elements windows. Then drag and drop within Selected Elements to customize the order in which they appear. 



Step 6.  Click the Save button when complete.