MuniTips

 Enhancing and enriching the knowledge of our clients 

MuniTip

MuniLogic Property Import

We are happy to announce that our development work on the
Property Import functionality is complete and it is now live on
production. You can now utilize the tool to import Excel,
CSV/Delimited, and Fixed Width Property Data Files to update
Parcel and Ownership information. This allows you to take total
control of your data without needing to go through MuniLogic’s
support desk. We highly recommend reaching out to your county
or provider of Property Data to receive an updated Data File and
make sure your Parcel and Owner Information is fully up to date!
Once you have received the Property Data file, you can easily
utilize the Property Import functionality once the initial setup and
configuration of the import has been created. MuniLogic is happy
to provide any assistance necessary in setting up these imports.
Once the initial setup is done, there is no hassle in further
Property Updates if the formatting of the data remains the same.
Setting up the initial import can be a bit daunting which is why we
are happy to assist. The first step is to open the Property Import
Window by clicking the button in the bottom left below the left
navigation bar in the Property Module.
This will open the Property Import window where you can see
your existing Import setups that have been created to import a
specific format of Property Data file. There are statistics about the
last Property Data Import performed, as well as buttons to Test
and Compare the results of the Property Import before Importing
it. There is also the Restore functionality to restore from the last
restore point created after every import.
If you already have an existing Property Import configuration, you
can click to Edit it and it most likely will have the right setup, but
alternatively you can create a New one which we can assist with.

The first step in either creating a new Import or Importing on an existing configuration is to go into step 1 window after clicking Edit/New and upload your data file. Once the file has been uploaded, the settings below need to be adjusted to match it. It will automatically select the Data Type based off the contents of the data file, and you can select whether the first row contains headers or not.

The Transfer window allows transferring the existing Property Owners to the history tab and deciding whether to maintain additional owners.

If the import configuration had been completed previously, at this point you can click Finish and import the new data. If this is a new configuration, you must continue on with the Next button to finish the import configuration.

Step 2 occurs only for Delimited files like Comma Separated Value, allowing you to configure what the Delimiters are.

Step 3 is where you decide the Column header names and what type of data format each column is, whether Date, Number, Lookup, or Text. You can set all columns to text easily with the checkbox below the format,

Finally in Step 4 you are assigning each column in the data file to a particular Tab/Field in MuniLogic.

You can use the Formula button to open a window that allows you to manipulate the data stored in the column, whether parsing it in some way or multiplying a value.

Once you are done assigning each column you can click Finish and then Test/Compare the import to see if that would create the right results.

Finally on the main Import window you can click Import and complete the Property Import.

You now can have fully updated Property Owner/Parcel information at any time without having to go through the support desk!

MuniTip

MuniLogic Grid View

Grid View is available in the Customer and License Modules and allows for easy display of specific licenses in a completely customizable manner, showing only the columns you wish to display and the ability to filter the results to only those you wish.

You can access Grid View in Customer or License by hovering over the View button to the right of Reports and selecting Grid View. This will refresh the page and open the grid view. If you have not setup grid view already there is some customization that needs to be done to start.

You can choose which columns to display by selecting columns in the top left underneath the new button (1). This will open up the column window where you can enter in a name for the column template and click add to create a new template to select from (2). You can mark this template as Default so that it will display automatically when the grid view is loaded.

Once the template is complete, you can choose a table (3) and field (4) and click the add button to add the specific field to the columns table below.

In the Columns table (5) you can decide how wide each column will be, and select a field to sort by and whether it’s sorting descending or ascending.

You can use the Move up/down buttons to change the order of the columns. You can remove one after selecting it or reset the column settings to default.

Finally, you can click Ok at the bottom of the window, and when you refresh the page or select the column template, your selected columns will be displayed.

You can access the Filters window by clicking the Filters button underneath the map button (1).

In the Filter Editor window you can add a new filter name and click add (2) to create a new filter. Once created, you can save it as default (3).

Once the filter has been created, you can choose to filter your options in the filter table (4). You can choose the equation based off the type of data in the field, whether date, dropdown, or freeform text.

Once you have selected the equation, you can enter in the Filter Values to only show the records that match those filters. You can set up multiple filters and easily change between them from the dropdown on the main grid page.

By selecting the filter from the dropdown list the filters will take effect.

We hope you find the Grid View useful!

MuniTip #1

MuniLogic Security

As part of MuniLogic’s commitment to security and keeping your data safe, we have improved several aspects of MuniLogic to better meet your security needs.

We have moved all MuniLogic databases and document libraries to a high performance, secure, encrypted drive, so you can trust all your data is being stored safely and effectively. This has not impacted performance. On the contrary, it has improved performance and ensures that in the event of a data breach they will not be able to copy your database.

We also have previously enabled HTTPS connections to MuniLogic, allowing you to be sure your connection is secure and that no one is listening in on your connection to our server. This can be accessed by making sure the URL is HTTPS rather than HTTP, which makes your connection to our server encrypted and secure.

The URL can be changed by clicking the URL at the top of your browser and making sure it’s set to HTTPS and not HTTP. You can also change your desktop shortcut link or browser favorite link to also point to HTTPS rather than HTTP.

We are committed to keeping your data safe and secure, while also maintaining performance and functionality.

MuniTip #2

Updating your MuniLogic data

As time goes on, without careful management the data in your MuniLogic properties and in your mapping shapefiles will need to be updated. As properties change owners and parcels are split or combined, MuniLogic’s data needs to reflect these changes. This can be accomplished by getting the latest property and shapefile data from your county and passing it along to us.

We highly recommend performing these property data/mapping shapefile updates on a regular basis, either every month or every quarter, to ensure that what is in your database is up to date and accurate.

While properties can be manually added in MuniLogic, if a large number of changes occur it is a lot more convenient to update the entire backend with a property import from a spreadsheet, updating all the entries at once rather than one at a time.

Mapping shapefiles can be obtained from the county or your GIS engineer/service provider, and easily added to your mapping to reflect the changes in parcels that may have been split or combined. This will also ensure any shapefile data in the mapping module reflects what is in the MuniLogic system.

Feel free to reach out to us any time and we can assist with getting this data from the county and making sure your MuniLogic is up to date.

MuniTip 

Saving and Retrieving Contacts in the Communication Module

In MuniLogic, in every section with contact information including Owner Information, the Contact Tab, or Renter Information, there is the capability to save and retrieve the contact information from the Communication Module contact database.

Clicking the Save to Contacts button on a contact that is not currently linked to Contacts will create a new entry for it in the Contacts table that can later be retrieved.

You can access the Communication Module in the bottom under the left sidebar.

Once in the Communication Module, click the Contacts tab to be taken to the Contacts table.

In the contacts page, you can search for a contact in the top using the white box and the search button (1). From there you can go to the Contact you want (2) and hit the edit button (3) to open the edit window (4). Anything you edit there will be pushed to all of the contact fields that are linked to this particular contact after your hit OK (5).

Once a contact is in your Contacts table in Communication, you can click the Retrieve button in any contact details section to open the contact search and retrieve it.

The contact information will then be inserted, and the record will become linked to the contact you retrieved. If you later edit it in the Communication Module, it will update as well. You can uncheck Linked to Contacts to remove the link so it won’t get updated.

 

MuniTip 

Disabling the Google Chrome autofill feature

When working in MuniLogic, if using Google Chrome as recommended, you may come across various fields in MuniLogic in which Google Chrome wants to autofill using saved entries.

This can easily be turned off in your Google Chrome settings.

To access your settings, click the three dots at the top right and open settings.

In settings, click Autofill, then click Addresses and more.

From there simply uncheck the toggle for Save and fill addresses.

Now, you will no longer get the little dropdown below each field when populating with information.

MuniTip 

Custom Reports Functionality

We have completed the development phase of the custom reports functionality and we’re happy to inform you that it is now ready to be properly released in MuniLogic SE’s hosted environment. This functionality allows you to create simple custom reports like many of the default reports currently offered with our software.

In the Reports menu, you can access the custom report functionality by simply hitting the Custom Reports button in the bottom left of the reports window to be taken to the custom reports design page. There you can choose to create a new report with whatever columns of fields you would wish to include.

These reports can then be used by you or any other active MuniLogic users in your municipality. This functionality allows you to easily generate custom reports on your own for displaying simple field tables rather than having to contact us to create a report for you.

Once created these reports can be accessed by pressing the Custom button at the top of the Reports page to go to the listing of custom reports.

We hope you find this functionality useful. If you have any further questions about how to create or manage custom reports just send us a support email at support@munilogic.com and we will gladly assist.

  • Opens the Custom Reports Creation Menu.
  • Opens the Custom Reports List.

  • Returns you to the regular reports list.
  • My Custom Reports are the custom reports that you have created for yourself.
  • Shared Custom Reports are the custom reports that someone else created that were marked to be shared with other users.

  • The Report Name field is where you enter in the name of the report you wish to create.
  • The Add button creates a new custom report with the name in field (1) and adds it to the dropdown list on field (3).
  • The Select Report dropdown allows you to select from a list of the existing saved custom reports. Pressing the remove button next to it deletes the currently selected report.
  • The Report description is the text that appears at the top of the Report Details page when the report is selected. This is where you would include details about what the report is for.
  • The Large Report Title is the title that appears at the top of the custom report.
  • The Small Report Title is the subheading below the Large Report Title.
  • The Report Columns grid allows you to add and remove columns from the report, choosing which Table/Field to be included and then setting the Column titles and width, alongside choosing whether the text wraps and where it’s aligned, and if it’s being sorted by that column.
  • If you uncheck My Custom Report Only, you can choose users from the dropdown table below to allow access to the Custom Report.
  • Alternatively, you can choose whole departments to grant access to the Custom Report or check the Assign to All Users checkbox to give to all.

MuniTip 

Reminder to update County shapefiles for mapping

Keeping your MuniLogic Mapping data current and updated is important to keeping your database clean and accurately reflecting reality. If you haven’t updated your map shapefiles recently, please get in contact with us and we can assist you in contacting the county or your third-party GIS provider and getting your shapefiles updated.

In MuniLogic’s mapping module, all the layers and parcels loaded in do not come directly from the MuniLogic database but are instead GIS Shapefiles that have been loaded up into ESRI’s ArcGIS Online service for your database. They are linked to the main MuniLogic Database by Parcel Number, which is how mapping current property records and the MuniLogic Search functions work.

These GIS Shapefiles need to be periodically updated, as changes made in MuniLogic and through Property Imports are not reflected in the shapefiles. If parcels have been subdivided, added, removed, or had their parcel number changed, new shapefiles will have to be uploaded to reflect these changes on the map. Likewise with any other layers. Some shapefiles will have internal fields in them with values like Owner Address or Zoning District that might be out of date, though those fields are only usable in the map module if selecting by attribute or to view when clicking the parcel.

In most cases, these GIS Shapefiles will be coming directly from the county and updating them is a simple matter of contacting the county, getting the updated shapefiles, and then having us load them up into ArcGIS Online. Alternatively, if you have a third party on internal GIS team working on the Shapefiles, we can upload any changes made.

We’re happy to assist however we can in making sure your map is fully updated with the latest shapefiles, ensuring the map of your municipality is current and includes all the most recent parcels.

Reminder to update County shapefiles for mapping

Keeping your MuniLogic Mapping data current and updated is important to keeping your database clean and accurately reflecting reality. If you haven’t updated your map shapefiles recently, please get in contact with us and we can assist you in contacting the county or your third-party GIS provider and getting your shapefiles updated.

In MuniLogic’s mapping module, all the layers and parcels loaded in do not come directly from the MuniLogic database but are instead GIS Shapefiles that have been loaded up into ESRI’s ArcGIS Online service for your database. They are linked to the main MuniLogic Database by Parcel Number, which is how mapping current property records and the MuniLogic Search functions work.

These GIS Shapefiles need to be periodically updated, as changes made in MuniLogic and through Property Imports are not reflected in the shapefiles. If parcels have been subdivided, added, removed, or had their parcel number changed, new shapefiles will have to be uploaded to reflect these changes on the map. Likewise with any other layers. Some shapefiles will have internal fields in them with values like Owner Address or Zoning District that might be out of date, though those fields are only usable in the map module if selecting by attribute or to view when clicking the parcel.

In most cases, these GIS Shapefiles will be coming directly from the county and updating them is a simple matter of contacting the county, getting the updated shapefiles, and then having us load them up into ArcGIS Online. Alternatively, if you have a third party on internal GIS team working on the Shapefiles, we can upload any changes made.

We’re happy to assist however we can in making sure your map is fully updated with the latest shapefiles, ensuring the map of your municipality is current and includes all the most recent parcels.

MuniTip 

Setting up Document Categories and Document Importing Process

Managing Documents and the Documents Importing process is a vital part of many workflows in MuniLogic, as such it’s crucial to have a good understanding of how it all works.

There are two document sections in MuniLogic. The first document section is the Documents Tab (1) in every module, which is the individual documents linked to each property/asset. It is always the last tab. This document tab contains a list of categories

The second is the Document window, which manages the main repository of all documents on the database. It is accessible in the bottom left (2), or when importing (3).

The category you select in the Document Tab is what the document will be locally linked under. You can use the Link button to search for an already imported document or use the import button (3) to open up the import window, which will automatically link any documents imported inside to the current record.

In the Import/Documents repository, the documents categories can be expanded out by clicking the arrow to the left of Documents (1), and from there you can select a document category (2). You can modify the categories with the buttons underneath (3). Creating a new Category creates a new folder nested underneath the current selected folder, remove deletes the currently selected folder, and Rename changes the displayed name. Categories can be nested inside each other as many times as you wanted, however too many categories can slow down the load time of the Documents/Import window.

Pressing the Import button (4) starts the import process into the currently selected Document Repository category.

In the Import Document Window, choose your file (1) which will automatically fill in the Title (2) and Extension (4), select the Type of Document from the dropdown (3) which is setup beforehand in the MuniLogic Admin Module, then fill in a description if needed (5).

Clicking import uploads the document to our server for your database on that document category. From there it can be linked to an asset with the Link button in the document tab, or by pressing Ok at the bottom of the green import window.

MuniTip 

Internet Explorer End of Life for On-Premise clients

MuniLogic Legacy version for our On-Premise clients requires Internet Explorer to be set in compatibility mode with the correct security settings to function optimally. While possible to connect with other browsers, it was designed with Internet Explorer in mind and functionality breaks if not using it.

Internet Explorer has been a mainstay of Windows for the past 25+ years, however advancements and updates in web technology have made it necessary for Microsoft to redesign IE to match the current web environment. This redesign resulted in the Microsoft Edge browser, a modern browser which officially replaced Internet Explorer; however this browser is not fully compatible with Internet Explorer applications like MuniLogic Legacy.

Internet Explorer 11 is an old product at the end of its support cycle. As of November 2020, many windows applications stopped supporting it, and the remaining Microsoft 365 apps and services will no longer support it after August 17th 2021. Already as is, on new devices it is difficult to download Internet Explorer 11, with only Edge being an option when trying to download from Microsoft. IE11 is becoming harder to get access to and will eventually be completed phased out by Microosft.

As such, due to Legacy MuniLogic’s reliance on Internet Explorer, we highly recommend all on-premise clients switch over to MuniLogic SE as soon as possible, either migrating to our hosted environment or else upgrading your on-premise system. We have received reports from some clients that are unable to get Internet Explorer 11 on new devices, only Edge browser, and thus cannot connect to the system optimally.

Please let us know what you choose to do going forward, ideally, we can avoid this IE11 issue by being proactive about upgrading!

MuniTip 

As part of MuniLogic’s ongoing efforts to improve the usability and security of our products, we would like to make our Hosted clients aware of the HTTPS functionality in MuniLogic SE.

If you change your URL from HTTP to HTTPS, there is a variety of benefits, although they come with a tiny drop in page loading speed.

First of all, you will no longer receive the ‘Page Not Secure’ warning in the browser bar, which adds just a little bit to your peace of mind.
Secondly, there are actual security benefits: HTTPS encrypts the data sent between your browser and our server, preventing the possibility of a malicious actor in your Internet Service Provider (ISP) from looking in on the data being sent. Though we do not store financial or legal information, any added security is always a benefit.

Feel free to switch your MuniLogic SE URL over from HTTP to HTTPS any time and enjoy the new protection.

MuniTip 

For this first offering of MuniTips, we will review the MuniLogic Quick Search function. Clicking the Search button in the top right green bar opens the Quick Search window.

When you open the Quick Search window, the module selection dropdown defaults to the current module. Because of this feature, it is easier to open Quick Search from the Module you want to be searching in to avoid having to click in the dropdown.

The Asset Type drop down is used only in the Roadway/Water/Sanitary/Storm Modules and represents the various types of tracked assets within the module such as Street Lights or Bridges or Signs in the Roadway module.

The Field dropdown will automatically default to the field configured in the Admin Module. Setting it to the most commonly used field for a module can save time and reduce extra (or you can use “unnecessary” instead of “extra”) clicks. The Field dropdown contains many searchable fields, but the fields you will likely be looking for most often will be Parcel Number (or License Number, etc.). This marks the unique identifier for that asset in MuniLogic. There should only ever be one of each number, so searching for an asset number can save a lot more time than having to search through multiple street addresses.

Another important field is the Site Address, which is the street address of the property or the asset you are searching for or is associated with it. Though the Parcel Number might be more exact, it is often the case that all you will have on hand will be a street address, in which case, this is the field that you need to search.
It is crucial to select the accurate search criteria for your purpose, otherwise, you might not get the results you want. The “Starts With” search criteria compares your value with the start of each field value. Searching for “55” will match both 55 Maple Street and 55 Elm Street. “55 Maple” will only show 55 Maple Street.

The “Contains” Search Criteria, on the other hand, works better if searching for easily memorable segments of a field. If you search for “Maple” the “Starts With” Search Criteria will not show 55 Maple Street, but the “Contains” Search Criteria would. It will also show, for example, 53 Maple Street and 57 Maple Street.

The “Exact” Search Criteria should be used only if you have the exact field and should mostly be used when copying the value.

MuniTip 

In the previous, we covered the Quick Search function. In keeping with the Search topic, this MuniTip will review the Quick Search’s more advanced search alternative, the Advanced Query.

The Advanced Query can be found by clicking the Query button on the top bar of all Modules next to the Cancel button.

The first section of the Advanced Query window, labeled Step 1: Select Field is similar to Quick Search aside from the Table Field. First, you select your Module (or your asset if you are using a module like Roadway/Storm/Water/Sanitary). The Module drop down will default to the current module. The Table dropdown is one of the main changes from Quick Search, allowing you to search through every table of values associated with that Module, across all the subtabs within. Finally, you can select the field you wish to be searching for, though this is a more comprehensive list than in Quick Search, displaying all possible fields within that table.

With a properly selected field, it is time to craft the Query Select Criteria that will perform the selection you wish. To begin with, you must choose what Comparative Symbol you want to be using. Most dropdowns will only allow Equals, Not Equals, Starts With, or Contains, though fields that include numbers can also use the Less than or Greater Than symbols.

Once you choose how you wish to be searching, first click the symbol at the top, then input the value you are searching for and click the “Add” button to add it to the selection criteria. Clicking the “And/Or” buttons will give you the option to add further lines to refine your search, allowing you to search for multiple fields at once and find the perfect search results.

MuniTip Number 2: QuerySearch3Once you have all your Criteria Lines set up the way you like, the last step is to determine what to do with your query.

You can either run the query as a one-off search or save your query if you want to reuse it. Saved queries are added to the My Saved Queries section, where clicking on them will fill in the saved results and allow you to run that query.

Menu
Contact Us