EZ Setup

Select this box when you want to complete an EZ Setup. EZ Setup is a quick way to enter basic resident information into the system, including the following data: names, lease dates, recurring charges, deposits, and balances (prepaid and delinquent).

Click this box to remove the checkmark if you want to complete a regular setup. The regular setup provides you with the means to set up all the basic resident information plus data for the following components: corporate client, profit center, addresses, demographics, and search items.

Grid Fields

Bldg

The building associated with the resident profile. Click the column heading to sort the list.

Apartment

The apartment associated with the resident profile. Click an apartment link in this column to open the Lease Changes Task Selection tab. Click the column heading to sort the list.

Salutation

The salutation associated with the resident name. Click the column heading to sort the list.

First Name

The first name of the resident. Click the column heading to sort the list.

MI

The middle initial of the resident. Click the column heading to sort the list.

Last Name

The last name of the resident. Click the column heading to sort the list.

Status

The status of the resident. Click the column heading to sort the list.

Delete

Select the Delete Button to delete a resident profile.

Buttons

Add Resident

Select this button to add a new resident profile. Refer to the add instructions later in this topic.

Find

Use the Find Button to locate specific entries.

 

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