A Resident Request Type is a preset selection used when creating Resident Requests. It allows the user to automate actions, such as assigning to a selected User, generating emails, and adding pre-selected forms or other attachments. The instructions below will guide you in setting up a Res. Request for use in sending a Statement copy, that will create a record on the Owner account. 


PART 1  Create a Quick Note- Quick Notes are re-written notes that can be selected and added to an Owner account. When using the Resident Request feature, a Quick Note can be automatically generated. 


Create a New Quick Note

Step 1. Navigate to Firm > Setup > Manage Quick Notes.

 

Step 2. Select Add Quick Note from the Page Action drop down menu.

  

Step 3. Complete the Quick Note window. 

  • Title- Enter a Title to appear on the drop down menu when using the Quick Note feature. 

  • Note- Enter the body of the Note to appear on the Owner account. 

  • Use in- Select Resident Requests and Transactions from the drop down list. 

  • NOTE- If you plan to use this note for other purposes, select those options as well. 

 

Step 4. Click the Save button to finalize, or the Save Add button to add more Quick Notes.


PART 2 - Create a Resident Request Type 


Step 1. Navigate to Activities > Resident Request > Setup > Manage Resident Request Types.

 

Step 2. Select Add Type from the Page Actions drop down menu.

Step 3. Complete the information in the Resident Request Type window. 


General Section

  • Title- Enter a Title for the Request Type

  • Apply to All Associations- Check this box to make this Type available to all Associations. 


Auto Processing - It is only necessary to complete this section if you want to assign a specific User to complete the Resident Request. To do so, select the correct User from the drop down menu. 


Notification Section- Select H/O to auto generate an email to the Owner when the Resident Request is completed. If other User(s) within the company should be notified, select the correct User profile from the list below.  If the selected User isn’t identified as one of the defined Users below, add the email to the box on the right. 


Additional Form Fields Section - Additional fields can be added to customize the request with information specific to the Association. 


Step 1. Click the Add Field button. 

Step 2.  Complete the Resident Request Field window. 

  • Label- Enter a name for the field. 

  • Type- Select File Attachment from the dropdown menu. 

  • Enabled- Check to Enable the field. 

  • Required- Check to require the field to be completed. 

Step 3. Click the Save button in the sub-menu. 


Step 4. Click the Save button in the Resident Request Type page.