Design the "Resident Directory" page to be printer-friendly.
Meredith - at our recent Board meetings residents asked again when this would be available
@Marcia Koury: I'm afraid a timeframe for when this will be implemented hasn't been shared yet. However, once we do start working on this, you'll be notified via email!
Hi Meredith! Do you have an ETA on this? We will be needing to have a printable directory that incorporates the residents privacy settings in the next few months. Thank you!
@Kathy Supan: I'm afraid we haven't set a timeframe for this yet. However, this additional information is helpful to know as we look at when to implement this! We'll take this feedback into consideration, and since you've added your vote to this post, you'll be notified via email when we update its status.
@Kathy Supan: I concur 100%. This is essential IMHO.
Can I suggest that everyone who's commented in support of this feature vote for it by clicking on the arrow icon above ^, to the left of the topic heading?
We need an easy printable or downloadable directory. I have just discovered that when residents "update" their profile, the webmaster doesn't receive this information. Guess how much work that is for a community of 400+!!
@GlenNet Webmaster: All full administrators will be able to see if a member makes a change to their profile or account from the "Activity Log" in the Admin Control Panel.
If this option is provided we will need it to be able to be secured. The South Carolina Non Profit Corporation Act requires that we secure this information and prohibits its commercial use. We cannot allow residents to print the complete directory. (This capability on our previous web platform was abused by realtors living in the area.) If residents have a valid need for a complete listing they must request it through the Board.
@John Voss: I agree, there should be an option for it not to be printable by ordinary members. But Admin types need this. Not only as easy reference, but some communities (mine) do produce a printed directory to distribute to members once every 1-2 years. We have been doing this for decades. It does not have to be fancy and a full printout into excel or .csv would be perfectly fine for our admin needs.
@Britt Griswold: Those with the "members" administrative privilege can currently print the directory from the "Members" section. Depending on the type of information you'd like to have, you can print either the member or account view.
Then, you can select to print that information or save it as a PDF on your computer.
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.
@Meredith Owens: Need a version of the export that integrates all the Members and Accounts information into an Accounts style spreadsheet for each household.
In fact what would be supremely useful is to have a tool that would send out an email to each member with a display of their combined member and Account information with labeling for each item (cell phone, home phone, etc.) with a message for them to review and update the information as it will appear in the community directory. Right now I am contemplating having to do this all by hand and putting envelopes with this information in everyone's mailbox. I seems likely I will get a flood of info hand written on the paper and I will not be able to update the material in your system. It will just go into my InDesign document and never be properly updated.
@Britt Griswold: With the way the member and account information is stored, there isn't a way to combine that data to export into one CSV file. Therefore, if you'd like a combination of information from both the "Member view" and "Account view," we recommend exporting both views then combining them into one file.
@Britt Griswold: If you believe the member contact information may be outdated, we recommend sending a blast email that links to the "Member Settings" page asking everyone to update it. An example of how you could do this is provided below.
@Britt Griswold: Excellent idea.
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.