April 2018: New Global Occupant Search & Vendor Search Features
Greetings everyone,
We’re very excited to share the new updates to Pilera. We continue to create new functionality and improve upon our features to give our clients enhanced and customized experiences as they handle day to day community management operations. This month, our team has developed new functionality to make portfolio management simpler: powerful cross-community search, vendor search, and more.
New Features:
- Cross-Community Search
- We’ve expanded occupant search to the global/client level. Now, managers can easily search an occupant residing in another community while on the same page and be instantly directed to that community.
- The occupant search displays additional information such as their email address, phone number, address and occupant type.
- New Vendor Finder/Search
- Through the new vendor drop-down, managers can search vendors by full name and partial name.
- Upon selecting a ticket category, managers can filter vendors based on that category and assign the ticket.
- Work order dashboards now have filtering capability for vendors. Managers can select all vendors or select a particular vendor to view all tickets assigned to them. Based on their selection, PDF ticket sheets can be downloaded and emailed.
- Board Member Display Name
- A new field in the occupant profile called Title Name Override is available for board members to customize their display name on the community contacts bricklet.
Enhancements:
- Welcome Messages
- The welcome message section in the resident profile provides better clarification on the message status and email requirements. Last month, we introduced a new welcome message dashboard to make welcome message analysis & sending simpler!
- The welcome message section in the resident profile provides better clarification on the message status and email requirements. Last month, we introduced a new welcome message dashboard to make welcome message analysis & sending simpler!
- TOPS Integration
- Added option for residents to view/update TOPS flex fields.
Important Notice about Document Library Permissions
Effective December 31, 2018, the “public” permission in the document library will be retired. The decision to retire public documents arose from a larger project our developers are working on to enhance the document library. Please contact Pilera Support ([email protected]) if you have any questions.
About Pilera
Pilera Software is a premiere community and property management suite that has helped thousands of community managers, board members, and back-office personnel enhance communications, improve customer service, and manage compliance and operations. May we help your community achieve these success stories? Contact us today for any questions about our software or these new updates!
