- EE Academy
- Assisted Setup: Concierge Service
-
Feature Updates
-
FAQs
-
Getting Started
-
Assisted Setup: Concierge Service
-
Main Menu
-
Unit Management
-
Admin Permissions
-
Application Management
-
Application Processing
-
Income Certification
-
Resident Management
-
Accounting
-
Task Management
-
Work Orders
-
Charges & Payments
-
Reporting
-
Prospects
-
Appointments
-
Marketing Leads
-
Visitors
Assisted Setup File: Children Tab
Below are the field names and descriptions to help ensure each are filled out properly to ensure accurate onboarding of your data.Assisted Setup File:
First Name: Required
Middle Name: Leave blank if you do not want to enter this data
Last Name: Required
Gender: Should be one of these: ["male", "female", "other]
DOB (Date of Birth): Should follow the date format "MM/DD/YYYY" or "M/D/YYYY"
SSN and Alien Registration: One or the other is required, however, if one field is filled out, the other must be empty.
Race: Must be one of these: ["American Indian or Alaska Native", "Asian Indian", "Japanese", "Chinese", "Korean", "Filipino", "Vietnamese", "Other Asian", "Black or African American", "Native Hawaiian", "Samoan", "Guamanian", "Chamorro", "Other Pacific Islander", "White", "Other", "Member did not specify"]
Ethnicity: Must be one of these: ["Hispanic or Latino", "Member Did Not Specify", "Not Hispanic or Latino"]
Is Student: Must be either "Yes" or "No"