Alternate Contact list

Starkey

Other than printing the whole entire rent roll, is there an easier way to find out who doesn't have an alt contact, so you don't have to print 20 something pages? Is there a report for this?

ESS

I don't print it, but when I audit my files thru the payment screen, I just scroll down. I check to make sure there is an alternate name and phone number. This is also how I audit to make sure everything is input in the correct format. Alternatively, if you need it printed, you could go to the payments list, print, but export it to a spreadsheet and narrow down your list by deleting tenants that have one listed. My rent roll doesn't show alternate contacts and I can't find any other report that does.

OustandingOperator

My favorite tool in SL is the Payment screen. For what you are looking to do, you just have to click the columns main cell with the name indicating what that column contains (e.g. Name, Address, Phone etc.) and by clicking that cell, the column will organize alphabetically. 1 click should do the trick to pull all accounts with no alternate up to the top then begin sorting A-Z

Starkey

Thank you all!
That is what I have been doing, but I thought maybe there was an easier way. I guess the days I have that are a little slow I can work on them day by day lol. Thanks again guys! I really appreciate it!!

lhill

Hi Starkey, do you have access to Custom Reporting in the Reports window?

If you do, open it up and clear out all the text in the query box at the top. Paste all the text below, exactly as is, into the query box and then hit the green "play" button at the top. It will pull a list of all the alternate info on file for each active account.

SELECT sLocationCode AS LocationCode
	,sSiteName AS SiteName
	,sUnitName AS UnitName
	,sMrMrsAlt AS Salutation
	,sFNameAlt AS FirstName
	,sMIAlt AS MI
	,sLNameAlt AS LastName
	,sLNameAlt + ', ' + sFNameAlt AS Name
	,sAddr1Alt AS Address1
	,sAddr2Alt AS Address2
	,sCityAlt AS City
	,sRegionAlt AS STATE
	,sPostalCodeAlt AS Zipcode
	,semailAlt AS Email
	,sPhoneAlt AS Phone
FROM Ledgers WITH (NOLOCK)
INNER JOIN Units WITH (NOLOCK) ON Units.UnitID = Ledgers.UnitID
INNER JOIN Access WITH (NOLOCK) ON Access.LedgerID = Ledgers.LedgerID
INNER JOIN Tenants WITH (NOLOCK) ON Tenants.TenantID = Access.TenantID
INNER JOIN Sites AS S ON S.SiteID = @MYSITE
WHERE (Ledgers.dDeleted IS NULL)
	AND (Access.bPrimary = 1)
	AND (ledgers.dmovedout IS NULL)
	AND (Units.bPermanent = 0)
	AND (Ledgers.SiteID = @MYSITE)
ORDER BY sUnitName

I will attach the .txt file so you can save it for later. Hope this helps!

lhill

Hi Starkey, do you have access to Custom Reporting in the Reports window?

If you do, open it up and clear out all the text in the query box at the top. Paste all the text below, exactly as is, into the query box and then hit the green "play" button at the top. It will pull a list of all the alternate info on file for each active account.

SELECT sLocationCode AS LocationCode
	,sSiteName AS SiteName
	,sUnitName AS UnitName
	,sMrMrsAlt AS Salutation
	,sFNameAlt AS FirstName
	,sMIAlt AS MI
	,sLNameAlt AS LastName
	,sLNameAlt + ', ' + sFNameAlt AS Name
	,sAddr1Alt AS Address1
	,sAddr2Alt AS Address2
	,sCityAlt AS City
	,sRegionAlt AS STATE
	,sPostalCodeAlt AS Zipcode
	,semailAlt AS Email
	,sPhoneAlt AS Phone
FROM Ledgers WITH (NOLOCK)
INNER JOIN Units WITH (NOLOCK) ON Units.UnitID = Ledgers.UnitID
INNER JOIN Access WITH (NOLOCK) ON Access.LedgerID = Ledgers.LedgerID
INNER JOIN Tenants WITH (NOLOCK) ON Tenants.TenantID = Access.TenantID
INNER JOIN Sites AS S ON S.SiteID = @MYSITE
WHERE (Ledgers.dDeleted IS NULL)
	AND (Access.bPrimary = 1)
	AND (ledgers.dmovedout IS NULL)
	AND (Units.bPermanent = 0)
	AND (Ledgers.SiteID = @MYSITE)
ORDER BY sUnitName

You can save the text in Notepad to use again later. Hope this helps!

lhill

Hi Starkey, do you have access to Custom Reporting in the Reports window?

If you do, open it up and clear out all the text in the query box at the top. Paste all the text below, exactly as is, into the query box and then hit the green "play" button at the top. It will pull a list of all the alternate info on file for each active account.

SELECT sLocationCode AS LocationCode
	,sSiteName AS SiteName
	,sUnitName AS UnitName
	,sMrMrsAlt AS Salutation
	,sFNameAlt AS FirstName
	,sMIAlt AS MI
	,sLNameAlt AS LastName
	,sLNameAlt + ', ' + sFNameAlt AS Name
	,sAddr1Alt AS Address1
	,sAddr2Alt AS Address2
	,sCityAlt AS City
	,sRegionAlt AS STATE
	,sPostalCodeAlt AS Zipcode
	,semailAlt AS Email
	,sPhoneAlt AS Phone
FROM Ledgers WITH (NOLOCK)
INNER JOIN Units WITH (NOLOCK) ON Units.UnitID = Ledgers.UnitID
INNER JOIN Access WITH (NOLOCK) ON Access.LedgerID = Ledgers.LedgerID
INNER JOIN Tenants WITH (NOLOCK) ON Tenants.TenantID = Access.TenantID
INNER JOIN Sites AS S ON S.SiteID = @MYSITE
WHERE (Ledgers.dDeleted IS NULL)
	AND (Access.bPrimary = 1)
	AND (ledgers.dmovedout IS NULL)
	AND (Units.bPermanent = 0)
	AND (Ledgers.SiteID = @MYSITE)
ORDER BY sUnitName

You can save the text in Notepad to use again later. Hope this helps!

Starkey

That does help! Thank you, I didnt even think of that!