Activities > Concierge > Manage Tracking
Use this page to create and manage tracked items.
Add a New Tracked Item
Step 1. Navigate to Activities > Concierge > Manage Tracking.
Step 2. Select Add Tracking from the Page Actions drop down menu.
Step 3. Complete the fields in the General window.
Association- Select the correct Association from the drop down menu.
Account- Select the correct Owner account from the drop down menu.
Contact- This field will automatically fill based on the contact information for the selected Owner account.
Title- Enter a Title for the tracked item.
Type- Select the Tracked Item Type from the drop down menu.
Description- Enter a Description for the item.
Step 4. Click the Save button to create the new Item.
Print or Send a Notification
Step 1. Navigate to Activities > Concierge > Manage Tracking.
Step 2. Use the Search Filters to locate the item that requires a notification.
Step 3. Check the corresponding box on the far right.
Step 4. Select Print Notification or Send Notification from the Page Actions drop down menu.
Print Notification- This will print a document with Owner information and Tracked item details that can be produced as a receipt.
Send Notification- This will send a notification by email to the Owner regarding the status of the tracked item.
