Filter Owners



There are new ways to filter owners. This guide lists the new filter options available on the Owner page.


How to get there

Under Portfolio, select Owners


View the filters by selecting Filters in the upper right-hand corner beneath the actions menu:


Filter Options:

Owner Balance (range) - Enter a minimum and/or maximum balance range




Address Display either the Property or Mailing Address

Keyword - Filter by street name. Additionally, look up owners based on Last Name, Account Number, and Lot Number

Email Address Select whether you want to see owners with email, owners without emails, or all owners. 

Delivery Preferences Filter owners by their Communication Preference. Email, Print, or Print & Email. 

Owner Types - Defaults to all selected. Choose the resident type you wish to filter by.


Enabling the toggles will display owners who have the following:





After you make any changes, make sure to click Apply to view the results. 


Did you find this article helpful?

0 out of 1 found this helpful