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Smart groups (automatically created)
Wes Cossick
A "smart group" would automatically determine its members/accounts based on certain factors. The system could support "default" smart groups and "custom" smart groups.
----- Default smart groups: -----
Default smart groups would be ones that could be created without any admin input. Examples include:
• Streets (one group per street within the community, with all accounts that live on that street)
• Board members (a single group, with all members on the "board members" page type)
• Committees (one group per committee, with all members listed in that committee on the "committees" page type)
• Buildings (this would be more complex, but it’d look for patterns that indicated the community has 2+ multi-tenant buildings)
----- Custom smart groups: -----
Custom smart groups would be ones that could be created by the admin, but would need certain details to be provided. Examples include:
• Collection of streets (admin would select 2+ street names; useful for sections within a community)
• Last login (admin would indicate more/less recent than a certain time period; e.g., more recent than 30 days or less recent than 6 months)
It would be nice to be able to toggle the default smart groups on or off. For example, if you don't need smart groups based on streets, you could disable this type of default smart group.
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Will require this feature request to be developed first: https://feedback.hoa-express.com/feature-requests/p/add-accounts-to-groups
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Dennis Aldridge
I was just banging my head against a wall that Smart Groups would appear to solve. For now, I will have to create matching groups and committees manually to do what I need. I hate the idea, but it will be okay. I will very happily trade that approach for "Smart Groups" when they become available. It'll help greatly with future management of the site.
Meredith Owens
Merged in a post:
Auto-created groups for board members and committees
Joseph Fry
Automatically create groups based off of the list of members on the board members and committees pages. These groups could then be used for page restrictions, communications, etc.
ORIGINAL POST:
Currently, the data on the Board Members and Committee pages is static and not tied to anything else.
I would like to see the board and committee membership configured in the dashboard. Groups should be automatically created for "Board Members", "Board Officers", "Committee Chairs", and for each individual committee's membership.
The Board and Committee pages should be built dynamically from that information... rather than being directly editable.
Mike Wish
This would be soooooo helpful for a building:
Example Smart Groups:
Fourth Floor Owners: "All owners whose unit number begins with 4"
07 Tier Owners (building water issues): "All owners who unit number ends with 07"
Gary Buske Jr
I agree totally! I had been assuming that my "Board Member Group" was populated off of the members I had selected to be board members on the "board member directory" page. It took one of the board members not being able to access some info that was reserved for the "Board Member Group" for me to figure out these two lists are separate. Once I figured it out (with the help of Jennifer here at hoaexpress) I also figured out that old board members still had access to proprietary board member info since I didn't know to remove them from that group.
I'd like to see the "Board Member Directory" auto-create the "Board Member Group"
Mike Wish
It would be nice if one of the "default" smart groups was whether the user had a mailing address inside the community and call them "Residents"
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Toni Hullstrung
A gender option for the groups would be nice; e.g., for Ladies Lunch, etc.
Meredith Owens
@Toni Hullstrung: If you have your registration settings set to ask for the gender of your members, our system will automatically group them based on what they select. From there, you can send communications to a specific gender if desired.
I checked your website and noticed you currently have the settings set to not collect this information. Therefore, if you'd like to capture this moving forward, I would recommend updating that from the "Registration" tab in the "Settings" section of the Admin Control Panel.
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Lindy Peters
Could the type of member be added to Default Smart Groups, such as Homeowners, Lot Owners, Renters, Property Managers. As I understand these type of groups have to be selected and corrected manually as the members of the group changes. It is very easy to miss a change and corrupt the members of a Group.
Meredith Owens
@Lindy Peters: Account types would not be included in the smart groups. This is because our system already organizes accounts based on their account type. Therefore, there wouldn't be a need to duplicate this in the "Groups" section.
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Spoa Owners
I would like to create groups by sub-association name. The sub-associations properties are grouped together so this would be an easy way to communicate to things pertsinig to these owners, such as water turned off, street repair, etc.
Meredith Owens
Merged in a post:
Advanced Recipient Options
Travis Bond
I would like the ability to choose email recipients based on custom information within the database. For example: street name, address range, or last login date.
If I want to tell the 700 block of Hill Street about a block party, I could easily set that up. The current way would be to create a group, but making a custom group for everything that comes up is inefficient. Advanced options would allow for targeted communication.
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