Special Features of VMS > Resident Search

The Find Resident button (or the Add File button) displays the following screen which allows the user to select various parameters to search within for an owner's account. The user can search all properties, a specific property, or by account number, address, contact name, lot, block or section. This function is primarily used in the Accounts Receivable module and the Resident and Property module.

ResidentFind_v4

The fields are further defined:

Field	Description
Property	Narrow a search to a specific property.
Find Using	Search by criteria such as resident contact, block number or unit address.
Filter	Enter data (i.e.: first or last name) that will be used to further filter the search within the Find Using field.
Anywhere	Check this box to do a broad search for information anywhere in the selected Find Using field.
Exact	Check this box to search for an exact match to the information in the Filter for the selected Find Using criteria.
Property Active	Search for active and inactive properties.
Account Type	Select an account type by which to filter the information.
Account Active	Search for active and inactive accounts.
Status	Select an account status to filter.
Builder	Select a builder to filter.
Recurring	Select a recurring billing type to filter.

After setting the search options, click the Find Resident button. The program will display any information matching the parameters. This example is using the Resident Contact search type, with a filter of ren, pressing the Find icon displays the results within the grid.

ResidentFindSearchByContact_v4

If the first record in the grid is the correct account, press the Enter key to view the information for the account; otherwise, select an account to display by double-clicking on a record or by clicking on the desired record and pressing the Select button.