<< Click to Display Table of Contents >> Navigation: CLASS THREE: Account, New Account and Unit Maintenance > Account > Visitor |
The Visitor tab is used to add persons that are allowed to enter the community but that do not live in the property. It is useful for communities that have a security guard entrance where they are required to validate non-resident entries to the association.
The Visitor area is accessible through APPLICATIONS | Account Maintenance group | Account | <select an account> | Visitor tab.
The fields in this area are defined as follows:
Field |
Description |
---|---|
Visitor Name |
Name of the person visiting |
Relationship |
Select the relationship of the visitor. These options are defined in SETUP | Program Defaults | Codes | Program Area: Visitor Type. |
Allowed Day |
Specify the day(s) the person is allowed to visit. (30 characters) |
Allowed Time |
Specify the time range the person is allowed on the property (30 characters) |
Note |
Enter additional data that may be important to have on record (4000 characters) |
Add, Print and Delete Visitor Records
•To add new records, click on the green plus button, , or start typing data in the last blank record of the grid.
•To print the visitor list for the selected account, click on the printer icon, , the Print Preview window will appear:
• To delete visitor records: right-click over the record, select Delete Record, and then press Yes when the Delete Verification pop-up is displayed.
The following report can be used to display visitor information: Resident Visitor List by Address. This report can then be given to a Gate Guard, for example, to allow or deny access to people trying to enter the community. |