Did you know you can create custom data fields in eUnify that can be used in reporting and communications for your Association? Field Labels are 100% customizable by you, for your clients and can be utilized to store data specific to a community. It’s easy to do and takes only a few minutes to set up.
Create a New Custom Field
Step 1. Navigate to Firm > Manage Firm, then click the Field Labels Tab.
Step 2. Enter a Title in an unused Field Label.
Step 3. Click the Enabled check box to the right.
Step 4. Click the Update button to create the new Field Label.
Now that you have created the new Field Label you can enter information into the field via the Owner Account page.
Enter Data into the New Field
Step 1. Open the Owner Account using Activities > Find Account or the Search block on the Home page.
Step 2. On the Account Info Tab, click the Edit Account hyperlink.
Step 3. Enter text information or check necessary boxes for the available field labels. In the example below we’re going to enter the Parking Space number for this Owner.
Step 4. Click the Save button to update the record.
The information is now displayed in the Account Detail section of the Owner Account record.
Now you’re all done and this information can be used to track and manage accounts and customize communications.
Reporting > Management > Account Detail Report - This report allows you to filter information by custom Field Labels
Activities > Communications > eBlasts > Manage eBlasts - This feature allows you to filter a mass email by custom Field Labels
Activities > Communications > Manage Mass Mailing - This feature allows you to filter a mass mailing by custom Field Labels.
To learn more about Field Labels check out the additional links below.
Create Firm Level Field Labels
Create Unit Level Field Labels