Vantaca Step up
How can you add or change column settings on any Vantaca page?
The 3 dots next to the header in every column
True or False. To respond to an owner you should always use the New Message Button
False: You should always use the Step: Respond to Owner if there is one
True or False: I should approve my invoices from My Action items tab
False: You need to approve invoices from the Accounting > Approve invoices tab
How do I update a homeowner's name on the account
Names on the account have to mimic the deed. The owner can submit a deed and can be sent to the closings department
Additional Info > Association info
Is there a way to save the changes you make to your columns?
Yes by clicking the gear and selecting save grid settings
What action item should I use to send the entire association a message?
Broadcast message DNR
True or False: Invoices in the ready to approve tab are good to approve without looking at them
False: You need to look at ALL invoice details to ensure you have the correct details
How can I see the homeowners portal page
Homeowner list > Login > Mimic