<< Click to Display Table of Contents >> Navigation: CLASS THREE: Account, New Account and Unit Maintenance > Account > Registration |
The Registration tab can be used to hold information specific to an account. Different types of registration information can be stored here on separate records within the account. It is up to your management company to determine which fields to use to better fit your associations' needs. Not all fields will be used depending on what information is available.
Before adding a registration record, the user must define the types of records they are going to store. Some examples are gate codes, car descriptions and licenses, boat descriptions and licenses, and even pet information. These different record types can be created by going to SETUP | Program Defaults | Codes | Program Area: Registration Type.
The Registration area is accessible through APPLICATIONS | Account Maintenance group | Account | <select an account> | Registration tab.
The fields in the Registration tab are defined as follows:
Field |
Description |
---|---|
Key |
Enter identifying characters for the key |
Type |
Select the type of registration information being tracked. |
Number |
Enter the vehicle tag number. |
Task |
Enter the task date. |
Completed |
Enter the completed task date. |
Make |
Enter the vehicle make. |
Model |
Enter the vehicle model. |
License |
Enter the vehicle license plate number. |
Expired |
Enter the registration expiration date. |
Certificate # |
Enter the certificate number. |
Length |
Enter the vehicle length. |
Horse Power |
Enter the horsepower of the vehicle. |
Prop Type |
Enter the vehicle prop type. |
Reg. Class |
Enter the registration class for the vehicle. |
Registration |
Enter the registration date. |
Reg. Type |
Enter the registration type. |
Safety Insp |
Enter the safety inspection date. |
Inspection # |
Enter the safety inspection number. |
Ins. Expires |
Enter the insurance expiration date. |
File |
Select the file to link to this record. |
View |
Click this icon to view the file that has been linked to this record. |
Note |
Enter any notes about the registration record. |
Contact 1-5 |
Enter up to 5 contacts for this record. |
Card # |
Enter up to 5 card # linked to the contacts previously entered. |
Reference 1 |
Enter the contact reference for each contact. |
Reference 2 |
Enter a second contact reference for each contact. |
As mentioned earlier, different types of registration information can be stored here on separate records within the account. One account can have multiple registration records that can be scrolled through by using the arrows at the bottom of the Registration tab.
After entering the first Registration record, the navigation bar at the bottom of the Registration tab will be grayed out. You must click the refresh button, , located in the Quick Access Toolbar to save the data.. |
To get a new blank Registration record to appear, click the , as shown below, to open up a new record. The other arrows also allow you to scroll through the different records created on the account.
The following report can be used to display Registration information: Resident Registration List Address |