How can I tell which accounts have logged into their account and completed the necessary steps like adding members and signing waivers?
Many HOA pools and property management organizations do not collect annual dues through our system, so they typically do not use the account payment status to indicate to the admin who has logged in, paid their dues and updated their required information. We understand that HOA and property management clubs have specific needs and we've created a new report to help them better manage resident/owner and renter accounts.
For organizations that do not collect dues through the platform, our new logins report is designed to show the pool admins the accounts who have logged into the system and when.
1. Go to Membership >> Logins
2. The search functions allow you to filter by preselected date ranges & account type. You can also do details searches on name, account number and legacy number.
3. The report allows you to select the entire list of records (or a subset) to export and manipulate as needed.
4. Another great feature is the ability to add columns of data to report as needed.
