<< Click to Display Table of Contents >> Navigation:  »No topics above this level« CLASS ELEVEN: VMSClientConnect and VMSMobile

VMSClientConnect uses information added and / or defined for each property to dynamically build web portals for an employee, resident or vendor logging into the portal system.

 

Communication with your clients is enhanced when using VMSClientConnect by allowing users to see calendar events, render real-time reports, surveys, using Web Forms to send emails to the management company, governing members or other homeowners. Account access can be given for users to change mailing addresses and / or modify Opt In notifications sent to the resident when information is added to their account. This allows users to stay more aware of what is happening with their account and property.

 

The following topics will be covered during this class:

 

Setup Website (SETUP | Configuration Group | Program Options | Web)

 

How to Define a Property Website (SETUP | Property Group | Property Setup | Web)

 

Web Groups (APPLICATIONS | Property Management Group | Web Group)

▪How to setup web groups

▪How to define web access for web groups

 

How to Create Web Forms (SETUP | Web Group | Web Form)

▪Defining web forms

▪Linking web forms to properties

 

Other Web Features

▪Property Notes

▪Documents

▪FAQ

 

Viewing the Portal

▪User Panel

▪Account View

▪Calendar

▪Property Summary

▪Reports

▪Surveys

 

Mobile Compliance

▪How to setup Mobile Compliance

▪Using Mobile Compliance

 

 

Prerequisites:

▪Setup Document Types, AP / Work Order Items, Work Order Types through SETUP | Configuration Group | Program Defaults | Codes

▪AP / Work Order Items assigned to property through SETUP | Property Group | Property Setup | Accounting | AP | Item

▪Web Contract Date, defined through SETUP | Property Group | Property Setup | Web | Information, this field is used to prevent someone from logging into the portal or accessing the web API (VMSXChange) based after the defined date.  Example, you enter the date 1/1/1950, which will prevent a resident, employee or vendor to access the VMSClientConnect or VMSXChange systems.  It is unnecessary to enter a date if you want external access to the web system.

▪The three primary web groups Employee, Governing and Public defined through the Web Group application.