CLASS THREE: Account, New Account and Unit Maintenance

After importing the property's information using an import tool and creating your Master Template, the Master Template can then be used to setup new properties that you import or setup in VMS.

The following topics will be covered during this class:

Unit Maintenance (APPLICATIONS | Account Maintenance Group | Unit Maintenance)

▪How to Manually Add a Unit

▪How to Delete a Unit

▪How to Move a Unit

▪How to Move a Resident into a Unit

▪How to Move a Resident into a Sub-account

▪Grouping Units by Community in a Property

New Account (APPLICATIONS | Account Maintenance Group | New Account)

▪How to Add a New Account

▪How to Manage Transaction Records

Account (APPLICATIONS | Account Maintenance Group | Account)

▪Contacts

•How to Add a Contact

•How to Email a Contact

▪Account Detail

▪ACH Setup

▪Notes (Drag & Drop)

▪Lease Information

Prerequisites

▪Add a property in VMS with owners/residents

▪Review CLASS TWO

▪Enter Account Status, Call Category One, Call Category Two, Call Types Codes through SETUP | Configuration Group | Program Defaults | Codes