It’s easy to backup your site data. Visit each of these locations to choose what you want to back up: Documents: Go to the Documents page then click “Generate Zip Of All Files” in the bottom right of the page to generate a zip file of all documents. You may also want to do this…
Did you get the “we cannot send to group addresses in the CC field” auto-reply to one of your emails? Well, we’re sorry because it’s probably irritating, but there’s good reason, so please forgive us. One more the most complicated features of Community Ally’s software is the private email system. You can email and reply…
Sometimes you’ll notice a resident’s email address is red in the Manage -> Residents grid. If you click on that resident you can see the reason for the error. Here is a description of the error codes. All but SpamReport can be reactivated quickly and easily, just reach out to support via the chat box…
The “Custom Pages” features is used to create pages containing whatever content you’d like. These pages can be accessed by both residents and the general public, unlike the rest of your site which requires users be registered and logged-in. A good use of custom pages is to provide a nicer welcome experience to your site…
Need a quick overview of board role responsibilities? Here you go! These can obviously vary from organization to organization. Find what’s required by law where you live and choose what works best for your association. All Positions ● Enforcement of rules defined in the bylaws President Acts as Chief Executive Officer of the organization Presides…
There is a setting at the bottom of the financial transactions page (Mange -> Financials -> Transactions) that allows you to toggle if owners can see their financial transactions. When enabled, owners will be able to see the financial transactions. This means when you associate a transaction with a home, the owner will be able…
During Dwolla sign-up you might be asked to upload an image of a document proving your identity. Tips when using a driver’s license or government-issued ID: Tips when using a passport: We hope this guidance from Dwolla helps. Unfortunately, we’ve found even when uploading a properly captured image, Dwolla may still not accept the file.…
We did our best to avoid the deep hole that is configurable permissions and we think we’ve done a great job. There are only two roles: site admin and non-site admin. You control who is an admin in Manage -> Residents and click on a resident to view their details. Site admin can edit and…
We’ve done our best to make the free versions of Community Ally’s tools as powerful as possible to help people improve their community. Unsurprisingly, there are costs associated with providing these amazing tools. Specifically, storing/accessing your data, sending emails that actually make it to your recipient’s inbox, and powerful bank integrations. Free Limits The first…
We were asked once to create a physical piece of reference that could be handed out at an association meeting. Hope this helps. Reach out any time if you have suggestions on how to improve it. http://help.communityally.org/wp-content/uploads/2019/12/HOA-Ally-quick-reference.pdf Or you have have a version that fills up an 8.5″x11″ sheet of paper: http://help.communityally.org/wp-content/uploads/2019/12/HOA-ALLY-quick-reference-full-sheet.pdf