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- Using the Household Name search tool.
- All Households > Click on desired household
Household Management Screen at a
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Glance:
A. Unit Location
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/Household Status - When the address is clicked, you will be directed to a
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Unit Overview, where you can see the units Overview, History, Work Order History, Notes, and Images.
B. Output - Click this symbol to launch the output wizard. For form information see, Generate a Letter.
C. Household Overview
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Tabs - Each tab offers associated information about the household.
D. Tenant Profile
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Information - This includes Bio information, HUD stats, Tribal
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Affiliation.
E. Edit Profile Link
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- 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
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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.
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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
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instead of a secondary number/address.
H. Account Balances Widget
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- 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
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- This carousel widget allows the user to see a short summary pertaining various pieces tenant information. See The Notification Center.
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J. Waiting List Widget - Summary of waiting list status. See Waiting Lists.
More Information:
- Letter HistoryDocuments
- Creating a New Household
- Editing an Existing Household
- Income, Assets, and Expenses
- Tenant Ledger
- The Notification Center
- Waiting List Details
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