? Need excel spreadsheet to be able to extract owner information from tax rolls. set up fields for owner name, property address, mailing address. and then fields to click on letter library to send for violations and be able to track what letter was sent and when sent. also need to be able to track if dues or special assesments have been paid and when paid. also want fields to auto populate such as name and address onto letters.
I need to be able to make notes and track them for each property / owner. i want to be able to search by name, property address, lot number, mailing address, letter sent, or keywords in note section. i also need a separate for the community itself and be able to track contracts, work orders and maintenance shecules