The Property Managing Agent can now also access the Community page directly from the blue navigation sidebar on the left-hand side of the screen. 

TABLE OF CONTENTS

• 1. Community Page View
• 2. Managing the Community Page
  • 2.1. Search Function
  • 2.2. Sort By Function
  • 2.3. Filter Function
• 3. Community Page Exports

1. Community Page View

By clicking on the Communities Icon the following screen will appear. The Communities page will by default be filtered into the following tabs:

• Active: This consists of all communities ( including active Take-On's ) within the Property Managing Agency.
• Take-on: All communities with an active Take-on screen.
• Suspended: This is a list view of all communities within the Reseller that are currently suspended. 

Each Community will have a community card that will display the following information:

• Community Code
• Community Name
• Address Details
• Amount of Units
• Year end

A community card will have the menu options to the far right. This is where the Property Managing Agent can make adjustments on the community and or log in from here.

The Property Managing Agent will also be able to log in to the community directly from the pop-up.

2. Managing the Community Page

Sorting and filtering options are available in the top-right corner for easier navigation. New communities will be added here. Click here for an Article on this topic.

2.1. Search Function

Communities can be searched by typing in the Community Code, Name, Community registration number and or CSOS number in the search bar.

2.2. Sort By Function

The community card list view can be sorted either by Name, Units and/or Year end dates. Select the Sort icon to open the drop-down menu.

2.3. Filter Function

Click the Filter icon to group communities using the available filter options below. Multiple filters can be selected at once.

Clear the filters selected at the top of the community page individually or navigate back to the filter icon and click on clear.

3. Community Page Exports

By clicking on the Download icon, a drop-down for exporting options will be displayed. All exports will by default be in an Excel Format. 

There are multiple export combinations which can be applied. Either select all or only what is requested or applicable to be exported. The data on the export is the same data which is displayed on the community card in the different categories.