Activities > Find Account - Tracked Items Tab or 


Dashboard > Account Search - Tracked Items Tab


Use this Tab to view, add and edit Tracked Items.


The Tracked Item feature is used to manage items that may be assigned to an Owner, such as Gate Fobs, Pool Keys, lockers etc… 


Add a Tracked Item


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 Tracked Items Tab. 


Step 3. Click the Add Tracked Item hyperlink. 


Step 4.  Complete the Tracked Item window.


  • Association- This field will default, review for accuracy.

  • Related To- Select Account or Unit. 

  • Account- This field will default, review for accuracy.

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

  • Type- Select the Tracked Item Type from the drop down menu.

  • Number- Enter a Number for the item, if applicable. 

  • Issue Date- Enter the Issue Date.

  • Return Date- Enter a Return Date, if applicable.

  • Notes- Enter any additional information, as needed.



Step 5. Click the Save button to finalize.



Edit a Tracked Item


Step 1. From the Find Account Page - Tracked Items Tab, Click the Pencil icon for the Tracked Item you need to edit. 


Step 2. Make changes to the Account Tracked Item window, as needed. 


Step 3. Click the Save button to finalize your changes.


Delete a Tracked Item


Step 1. From the Find Account Page - Tracked Items Tab, Click the Trash icon for the Tracked Item you need to delete


Step 2. Click Confirm in the pop up confirmation box.