Residents
=========

*The Residents page provides comprehensive management of all resident-related information and operations.*

.. image:: images/residents/residents_page.png
   :alt: Residents Page
   :align: center
   :width: 700

:smaller:`Residents Page`


.. toctree::
   :maxdepth: 1
   :caption: Further Reading:

   residents/resident_details
   residents/tax_abatements

Overview
--------

The Residents page allows property managers to:

- View and manage resident information
- Track resident accounts and balances
- Manage one time and recurring charges/credits
- Filter for residents by name, unit, building, etc.
- Filter for board members and view accounts of previous ownership
- Search for notes on Resident accounts

Resident List
-------------

The main view shows a list of all Residents with key information:

- Building
- Unit
- Account
- Name
- Current Balance
- Last Payment Date
- Last Login Date
- Manage (Actions)

    You can filter and sort the Resident list using various criteria from the filter box at the top.

Actions
-------

The Residents table provides buttons to

- **Open the** :ref:`Resident Details <residents_resident_details>` **Screen**
- **Record a Manual Payment** - Handle checks from Residents that are manually deposited

  .. image:: images/residents/manual_payment.png
     :alt: Record Payment
     :align: center
     :width: 700

  :smaller:`Record Payment`

  - The *Manual Payment* button is colororized to indicate the status of :doc:`PropMan Payments <propman_payments>` setup

    - *Purple* - PropMan Payments is not setup
    - *Yellow* - PropMan Payments is setup

- **Resident-Level Recurring and One-Time Adjusements** - view and manage recurring and one-time adjustments to Resident accounts

  .. image:: images/residents/adjustments.png
     :alt: Recurring and One-Time Adjusements
     :align: center
     :width: 700

  :smaller:`Recurring and One-Time Adjusements`

  - Rows that are greyed out are *read-only* and are editable in :doc:`Building Adjustments <buildings/assessments_charges>`
  - Add or edit recurring charges
  - Apply one-time charges/credits

  - The *Adjustments* button is colororized to indicate is there are anyRecurring Adjustments to the Resident account

    - *Purple* - No recurring adjustments
    - *Yellow* - One or more recurring adjustments

- **Work Orders** - launch the :ref:`Work Orders <work_orders>` screen for the Resident

  - The *Work Orders* button is colororized to indicate any open Work Orders for the Resident

    - *Purple* - No open Work Orders
    - *Yellow* - Open Work Orders

.. _residents_search_notes:

Search for Notes
-----------------

*You can search for notes on Resident accounts by entering a search term in the filter box and clicking the search icon.*

.. image:: images/residents/search_notes.png
   :alt: Search Notes
   :align: center
   :width: 700


.. _residents_resident_details:

:doc:`Resident Details <residents/resident_details>`
----------------------------------------------------

*View and edit Resident details for a specific resident.*

.. image:: images/residents/hamburger_menu.png
   :alt: Hamburger Menu
   :align: right
   :width: 150

To open the Resident Details screen, click the hamburger menu button under *Manage*.

The Resident Details screen includes:

- Personal Information
- Account History
- Payment Records
- Communication History
- Notes