6. Entrata Dashboard - Maintenance
ENTRATA DASHBOARD - MAINTENANCE This guide provides an overview of the Maintenance tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Maintenance Contact Needed * Any residents show under this tab means a resident needs to be responde…
4. Entrata Dashboard - Applicants
ENTRATA DASHBOARD - APPLICANTS This guide provides an overview of the Applicants tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Applicants Process Screening * Any applications shown under the Process Screening tab need to have the…
New Reporting Overview
ENTRATE NEW REPORTING OVERVIEW The New Reporting platform gives you more control over your reporting data, format, and visibility. My Reports * The My Reports tab is where you can add and store frequently used report instances that an admin user has configured. If any filters or display options are locked…
Leads Tab Overview
ENTRATA - LEADS TAB OVERVIEW This guide provides an overview of the Leads tab in Entrata. All Leads There are five different options to click on from the Leads tab. Below explains what each tab shows. Add Lead * You can manually add a lead from the 'Add Lead' button. Filter * The filter button a…
Getting to Know the Move-In and Move-Out Boards
Getting to Know the Move-In and Move-Out Boards Move-in and move-out boards display the tasks you need to complete when moving residents in or out. You can complete checklist tasks and perform a resident move-in or move-out directly from the move-in or move-out board. To locate the Move-In and Move-Out Boards, …
Resetting a Resident's ResidentPortal Password
Resetting a Resident's ResidentPortal Password If a resident cannot reset their password using the Forgot Password link in ResidentPortal, you can reset it for them. * In Entrata, go to Residents >> All Residents. * Select a resident by clicking on their name to open the Resident Profile. * You can also us…
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board
Assigning Residents to Open Spaces on the Bulk Unit Assignment (BUA) Board The Bulk Unit Assignment (BUA) board simplifies the unit assignment and notification process for student properties. To view the BUA in Entrata , go to Residents >> Bulk Unit Assignments. Assigning Residents to Open Spaces * In En…
Adding a BUA Resident Note from the Bulk Unit Assignment Board
Adding a BUA Resident Note from the Bulk Unit Assignment Board You can add a note and associate it to a specific resident from the Bulk Unit Assignment (BUA) board. A BUA resident note might include a change in the resident's assignment preferences or a request received from the resident regarding their unit assignm…
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective Your residents can use ResidentPortal to make online payments. Setting up auto-payments is a convenient way for residents to consistently pay rent on time. Setting Up Auto-Payments * The resident logs in to ResidentPortal. * On the left…
Getting to Know The Leads Tab on The Dashboard
In this article: Attempted Contact vs. Successful Contact The Not Progressing Filter Lead Subtabs on the Dashboard This article explains what you need to know in order to effectively use the Leads tab on the Dashboard. The leads tab is located Dashboard >> My Dashboard >> Leads. Attempted Contact vs. Success…
