The Community View in the Management Portal is packed with useful features, but there are a few hidden gems that you might not know about! Here are some key elements that can make managing your community even smoother:
- Work Processed in the Last 30 Days:
This widget gives you a high-level view of key management metrics. Want to see more details? Simply click on any data point (in blue) to open a pop-up with deeper insights—right down to individual payments or owner records.
- Community Metrics:
You can quickly check the overall status of your community, including key stats like ACH activity, billing fulfillment preferences, and fiscal year settings. This section is perfect for onboarding new communities or keeping tabs on ongoing operations.
- Violation Tracking and Compliance:
Under the Compliance section, you’ll find tools like the Violation Log and Restriction Summary. These help track community violations and summarize usage restrictions so you can easily answer owner questions or enforce regulations.
- New Document Summary:
Want to check what documents have been recently uploaded? The New Document Summary allows you to see all files added within the last 30 days—great for staying on top of project documents or new legal files.
- Community Service Team Info:
Access the contact details of your community’s service team right from the Community View, ensuring that you always know who’s responsible for each part of your management team.
These powerful features are designed to save time and give you complete control over your community’s operations. Explore the Community View regularly to unlock more insights and improve your management workflow!