Visitor

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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, AddIconv148, or start typing data in the last blank record of the grid.

 

AccountMaintenanceVisitorv148

To print the visitor list for the selected account, click on the printer icon, PrinterButtonv148,  the Print Preview window will appear:

 

AccountMaintenanceVisitorPrintPreviewv148

 

To delete visitor records: right-click over the record, select Delete Record, and then press Yes when the Delete Verification pop-up is displayed.

 

AccountMaintenanceVisitorDeletev148

 

AccountMaintenanceVisitorDeleteVerificationv148

 

 

Note

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.