Design the "Resident Directory" page to be printer-friendly.
In the past our HOA has resisted having a printable directory because it had been used by salespeople to create more junk mail. Leave the printable version (or export version) for the Admin people who can create it on legitimate demand.
At a minimum I need to be able to export the database information so I can format my own directory for printing.
@Britt Griswold: You're able to export your members' information from the "Members" section in the Admin Control Panel. In there, you can toggle to either the "Member View" or "Account view" and export the information on that page. A screenshot of where this button can be found is provided below.
Please make the resident directory printer-friendly.
This is FUNDAMENTAL, and I have long considered it a glaring hole in the product. I really wish the team would focus on meat-and-potatoes features like this rather than prettifying the admin portal, which was perfectly functional as it was. It's not like this would be rocket science to implement. Not as fun for the devs, sure, but very high on the list of usability concerns IMHO.
Our residents want a couple different kinds of directories - name/phone/email list in a compact format that won't spill into a lot of printed pages, but also one with fuller info. Of course they should be paginated, reasonably attractively formatted (e.g., no page breaks in the middle of a resident's entry) and so on. A proper, presentable report you could download in PDF and print or just email around.
To fulfill this frequent request from my residents I've had to resort to exporting the data to CSV, building Excel or Word templates to handle formatting, and hand-correcting a fair number of things like improperly formatted area codes (an export issue). Over...and over...and over again. What a pain. I can only imagine how it is for a larger HOA—we are only 80 homes.
I have asked support multiple times for a clean, straightforward address book report with a modest set of options for what info to include or exclude, but it's never seemed to be a priority with the team. I really don't understand that. This is like selling an accounting system that can't print a general ledger report.
C'mon, folks. Let's get it done.
I totally support this feature and wanted to add my vote to allow members to be able to download a .pdf of the Resident Directory from the website, and then print at their option. Soon I hope!
While Meredith's suggestion will work, it requires our office staff to continually create new PDF files as resident turnover in a large community such as ours is frequent. If residents could print a PDF file that was created from the current list of members at any given point in time, it would be ideal.
Wanted to add my vote to allow members to be able to download a .pdf of the Resident Directory from the website, and then print at their option.
@Chuck Dunn: You can currently set this up on your website by going to the "Members" section and saving your directory as a PDF file. From there, you can take that file and upload it to the website for members to view, download, and print. If you'd like to step-by-step instructions for how to do this, I would recommend reaching out to our customer success team for further assistance.
There could be a check box at each name to select which members and the groups could be listed by group name at the beginning or the end of the names list, again with a check box.
This is our association's new "most wanted" feature for the website. Directory printing is stupid expensive and not everyone even wants one, so it's a time and money suck for us. The option for people to print their own clean pdf directory would be awesome. Even better if it autopopulated the association name/logo to the top/front of the directory so it's a discrete item for printing and not just a random listing of names. Thanks!
Agreed. Please make Resident Directory downloadable in PDF format for printing.