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Household Management Screen at a glance:
A. Unit Location/Household Status: When the address is clicked, you will be directed to a Google Maps view of the unit.
B. Output: Click this symbol to launch the output wizard. For form information see, Generate a Letter.
C. Household Overview Tabs: Each tab offers associated information about the household.
D. Tenant Profile Information: This includes Bio information, HUD stats, Tribal
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Affiliation.
E. Edit Profile Link: Click this link to edit the specified tenants information and/or upload a profile photo.
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See Editing an Existing Household for more on editing a tenant/individuals information.
F. Other Household Members: Includes the option to add or remove a member of the household, as well as a drop down menu to view the information for a selected member.
G. Contact Information: Offers all phone numbers, addresses, and emails on tenants file. The ability to select a "favorite" address, phone number and email address is also available. This ensures when a merge field is used in reporting or generating letters, that the address/number is used Instead of a secondary number/address.
H. Account Balances Widget: This carousel widget allows the user to see a short summary as to the balances of each account the households has. Click the left or right arrows to switch through account views. See Tenant Ledger.
I. Notification Center: This carousel widget allows the user to see a short summary pertaining various pieces tenant information. See The Notification Center.
J. Waiting List Widget: Summary of waiting list status. See Waiting Lists.
More Information:
- Letter History
- Creating a New Household
- Editing an Existing Household
- Income, Assets, and Expenses
- Tenant Ledger
- The Notification Center
- Waiting List Details
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