Situation:
Below are screenshots of something weird I found when looking at delinquency notes.
Unit 2119 is showing no resident name. How do I resolve this?
Solution:
This one took some digging, as when I went to the Unit Level, all the former resident names were populated.
I generated the Aged Receivables Report and searched for #2119
I was able to locate the account with no name.
I clicked on the “date of the transaction” which took me to the transaction level, where I was able to click on the “Residents Name”.
I then clicked on Edit under Personal Information for both residents.
- David Liu had “Main Contact in Unit” checkmarked.
- Anthony Rodriguez did not.
I deselected the “main contact” for David and clicked on OK. However, that did not resolve the issue.
So I clicked on “Main contact in unit” for Anthony and clicked on OK.
That resolved the issue.
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