Condo Manager - HOA and condominiums association accounting software
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Communication History

Condo Manager automatically keeps a history of all communications made with your owners, tenants and suppliers.

Every email and letter sent with Condo Manager is automatically included in the communication history.

Add Phone Calls to the communication history

Phone calls with owners are easily included in the communication using Condo Manager “New Communication” screen. This screen allows to :

  • Record to who the communication is related to. The caller can be selected from any association.
  • Record the object of the call, and enters notes for it in a free-format text zone.
  • Save the duration of the call (an on-screen timer is there to help you). This time is used in the Profitability Module’ to evaluate the time you spend managing this association.
  • Accept a credit card payment directly from this screen.
  • Create a service request or work order directly from this screen
    Add a reminder in your “To Do” list or to somebody else list directly from this screen
  • Print the message if needed
  • You can even use Caller Id service from your phone company to automatically select the right owner when a call is received!

Search in the Communication history

  • The communication history is searchable by owner’s name, dates and accounts number.
  • You can even search in several associations at the same time!

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