Vincent Galante
Articles
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Using Insight Dashboards
Insight Dashboards allow your team to use your data for Business Intelligence reporting. Generate, review, and manipulate data based on dozens of reports and data pulled from your unique dataset. Y...
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Releasing a Parcel to a Resident
Once residents are notified that their parcel has been received, they can pick up their parcel. Steps Find the ParcelNavigate to Parcels and find the parcel you want to release. All parcels that h...
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Using Property Phone Details on Notices
The phone number of a property's management office can be included in any notice. To do this, first ensure that contact details exist on your desired property. To add or edit a property's phone num...
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Community Features Overview
The Community section of HappyCo's Resident Management system contains a series of tools aimed at serving the needs of your residents. To access these tools, navigate to Community. Notices Notice...
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Diagnosing Bounced Emails
Bounced email messages can occur when addresses are entered incorrectly, or if the recipient's spam filter is triggered. Failed delivery indicators (hazard icon) let you know when emails have bounc...
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Viewing Prospects
The Prospects dashboard contains all leads who have expressed interest in your properties, including all converted, rejected and stale leads. Using Prospect Tabs Tabs allow you to focus on data tha...
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Adding a Prospect
After adding a prospect, their information and application process can be tracked. In addition to adding a prospect manually, prospects can be created through a property's lead form as well as via ...
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Checking Out a Visitor
Visitors who have checked into a building must be manually checked out. Steps Navigate to VisitorsFrom the menu, go to Community → Visitors. Find the Visitor to Check OutFind and click on the visi...
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Checking In a Visitor
The Visitors function provides site teams and residents with simple tools to log building visitors and notify residents of their arrival. Steps Navigate to VisitorsFrom the menu, go to Community...
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Configuring a Same Day Amenity Booking Notification
Property Team members assigned to a Property receive an email notification when residents book an amenity for the same day, or change an existing amenity booking to start during that same day. Keep...