Activities > Find Account - Resident Request Tab or 


Dashboard > Account Search - Resident Request Tab


 Learn more about the Resident Request Tab on the Owner Account page. 


Add a New Resident Request 


Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account. 


Step 2. Click the Resident Request Tab. 


Step 3. Click the Resident Request hyperlink. 


Step 4. Complete the Resident Request window. 


General Section

  • Status- Select the correct Status from the drop down menu. Newly added requests will typically be Open, while Hold and Closed are used to edit the status. 

  • Title- Create a Title for this request. 

  • Request Notes- Add additional notes to the request, if needed. 

  • Note- Select a Quick Note from the drop down menu, if needed. A Quick Note adds a pre-written note to the Owner’s file. 

  • Assigned To- Select the Assigned User from the drop down menu, if applicable. 

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

  • NOTE- Resident Request Types must be set up prior to using this feature.  CLICK HERE for more information. 

  • Description- Add a Description for the Request.



Step 5. Click the Save button to finalize.



Edit a Resident Request 


Step 1. From the Resident Request Tab, click the Pencil icon to open the record. 



Step 2. Make changes to the Resident Request, as needed.  


Step 3. Click the Save button to finalize.



Delete a Resident Request 


Step 1. From the Resident Request Tab, click the Trash icon.



Step 2. Click Confirm in the Confirmation pop up window.