Activities > Tracked Items > Setup > Manage Tracked Item


Use this page to create and manage tracked items.


This feature can be used to track and manage packages and deliveries to Owners, as well as managing other Association facilities and items that are assigned to particular users, such as Parking Spots, Storage Units or Pool Lockers or keys. 


Create a New Tracked Item


Step 1. Navigate to Activities > Tracked Items > Setup > Manage Tracked Item.


Step 2. Select Add Tracked Item from the Page Actions dropdown menu.



Step 3. Complete the Tracked Item fields. 


  • Association- This field will automatically populate when the Account is selected.

  • Related To- Select if this is related to the Unit or the Account.

  • Account- Select the correct Owner account from the drop down menu.

  • Contact Type- Select the correct Contact from the drop down menu.

  • Type- Select the Tracking Type from the drop down menu. 

NOTE- Tracking Types must be set up prior to entering a Tracked Item. CLICK HERE for more information.

  • Value- Enter a value for the tracked item, if applicable.

  • Issue Date- Enter the date the item was issued

  • Return Date- Enter the date the item was returned

  • Notes- Enter any additional notes about the item 


Step 4. Click the Save button to add the new Type.