{"id":339,"date":"2023-02-16T13:22:18","date_gmt":"2023-02-16T13:22:18","guid":{"rendered":"https:\/\/avahelpdesk.com\/?post_type=ht_kb&#038;p=339"},"modified":"2023-02-16T13:28:12","modified_gmt":"2023-02-16T13:28:12","slug":"property-resident-management-systems-101","status":"publish","type":"ht_kb","link":"https:\/\/avahelpdesk.com\/?ht_kb=property-resident-management-systems-101","title":{"rendered":"Property Resident Management Systems 101"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>written by Melissa Marsland in Atlanta, Georgia<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you are making your rendezvous and asking to get all resident connections from your teammates, you need to understand the systems they are using. Here is a quick resource to grasp the most popular systems your leasing staff will use. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Yardi &#8211; Resident Directory<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">-Ask the agent to type in \u201cDirectory\u201d in the top left search bar. The report will either be under \u201cresident directory,\u201d \u201ctenant directory,\u201d or just \u201cdirectory,\u201d then add the dates you would like to pull it for (I do for the next 90 days).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-IF nothing comes up when they do that, they can click on \u201cresidential analytics\u201d, which will take them to a page with a drop-down bar, where if they scroll through they should find it there.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>OneSite &#8211; Pending Tasks<\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">-Click on Reports, then All Reports, then it is alphabetical where they can find \u201cpending tasks\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-If they need it as a list to submit to AVA for the leasing agent, they will also need the \u201cAll Residents\u201d report. Ask the agent to filter out \u201ccurrent resident\u201d and add in \u201capplicants.\u201d There are also \u201capproved applicants\u201d they can filter in, but from my experience, that will not pull anything. Only the applicants filter will work, where they will need to get confirmation of approval or pending.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Entrata<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">-There is no specific name for the report, but if they click on \u201cResidents\u201d on the top red banner, then on the left side, click the filter button, and the 2nd option will allow them to check the box for \u201cfuture.\u201d There is also a box to check for \u201dapproved,\u201d which will show what they need to see!\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have any additional systems you are familiar with and want to add to this article, feel free to email Riggs, and he can add them to this article. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>written by Melissa Marsland in Atlanta, Georgia When you are making your rendezvous and asking to get all resident connections from your teammates, you need to understand the systems they are using. Here is a quick resource to grasp the most popular systems your leasing staff will use. Yardi &#8211;&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[83],"ht-kb-tag":[177,179,181,180,178],"class_list":["post-339","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-ccm","ht_kb_tag-erp-systems","ht_kb_tag-how-to-get-move-in-list","ht_kb_tag-how-to-pull-a-move-in-list","ht_kb_tag-move-in-list","ht_kb_tag-resident-management-system"],"_links":{"self":[{"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=\/wp\/v2\/ht-kb\/339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=339"}],"version-history":[{"count":0,"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=\/wp\/v2\/ht-kb\/339\/revisions"}],"wp:attachment":[{"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=339"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=339"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/avahelpdesk.com\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}