Unit/Resident Selection Feature

Selection of a Unit and/or Resident is an important step in the creation of a new Servus Request. Follow these easy steps to lock in your selection:

Unit Selection (without Resident association)

Step 1: Select the open field where “Unit or Resident Search” appears

Step 2: View the new dialog which will show 10 Units per page

List of Units, sorted by Name of the Unit. Only 10 will be shown at one time, so Search/Filter will be helpful to reduce the selection.

Note: As shown above, you can hover over the icon to show the Residents listed in the unit.

Step 3: Search/Filter the list of Units using the Name, Building, Address, or the name of the Resident that resides in the Unit.

Step 4: Select the line item from the list, which will enter the selection into the Servus Request creation form.

Important Note: Notice that the Resident’s Name, Phone, and Email are not filled in. Follow the instructions in the next section if you need to associate a Resident as well.

Unit Selection (with Resident association)

This is possible for Accounts where Resident data has been automatically loaded from Property Management Software.

Step 1: Select the open field where “Unit or Resident Search” appears

Step 2: View the new selection dialog which will show 10 Residents per page.

Hint: Click on “RESIDENTS” to view the list.

List of Residents, sorted by Name. Only 10 will be shown at one time, so Search/Filter will be helpful to reduce the selection.

Step 3: Search/Filter the list of Residents using the Name or Phone Number.

Search/Filter Residents using the Name of the Resident

Step 4: Select the line item from the list, which will enter the Unit selection (with associated Resident info) into the Servus Request creation form.