16 results found
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Add more than one external file per diary entry
Would be great to be able to add more than one external file to the one diary entry.
11 votes -
Archive Owner alert when arching property
When archiving a tenant then the property it would be handy to have a pop up to remind you to archive the owner if it's the only property they have
1 vote -
Duplication of tenant or Property when retaining a sold property
When we duplicate a tenant/property from one owner to another as the property has sold and we've retained the management and can't use the wizard it would be good if you had the option to duplicate the diary entries etc like you can with the wizard.
1 vote -
Email options in repetitive charge from diary
In Diary, you have given the option to raise reoccurring invoices, but you haven't given the option to choose to email the invoices or not. as some of the customers don't want to see same reoccurring invoices every week. Can email invoice to customer become an option rather than compulsory like when you raise manual one-off charge in transaction, you will have the option to decide whether to email this invoice or not.
1 vote -
Phone through Palace Liquid - Logged in Diary
Would be great if phone calls could be seen in the diary if called through the app and then we could add notes about the conversation.
1 vote -
Diary Entry
Consider transferring records between the property's diary, owner's diary, and tenant's diary instead of deleting them if it has been done by mistakes and redoing the process.
2 votes -
Letter head for All merge document template
Could be auto generated the letterhead onto the document templates.
2 votes -
2 votes
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Keep archived Property Manager's names listed on their old Diary posts when a new Property Manager takes over
Currently, when a property manager is archived and a new PM takes over, ALL the old PM's Diary entries are changed to reflect the new PM's name, including all the posts done before the new PM was even on the scene. Please fix this!!
The challenges this can create within a team not being able to accurately see who entered a given post are frustrating. Also, it has legal ramifications - ex. when we go to Tenancy Tribunal, and the posts outlining the interactions with a tenant are attributed to the wrong PM...
It would be a massive improvement to…6 votes -
Rent Reviews Process - 28 Days for Boarding House
Option to change default setting for rental increases to 28 days (Boarding House Rules) when processing Rent Reviews instead of the standard 63
Currently having to manually calculate + 28 days + normal rent day for each increase.
1 vote -
Ability to archive letters/ document templates in Palace
Would be great if we could archive (rather than delete) letter/ document templates that we are not using (but do not want to delete in case needed in future) to reduce number of 'current' letters we have saved under Document Templates
11 votes -
Some kind of acknowledgement in the diary to show what item you were just in.
When you open up say an email on the second page of any diary the system does not take you back to where you were and instead takes you back to the top of the diary with no marker or highlight to show which email you were just in. If you are going back and forth through the diary you have to remember the date or title to find it again but would be so much quicker and easier if it highlighted where you were or have just been. This would help a lot when you are printing off paperwork…
12 votes -
sheryn.west@mrisoftware.com
I would like an error message to pop up when an attachment in the diary is more than 20MB and wont process. Currently there is no error message to indicate why and in some instances says "Saved successfully"
1 vote -
Autofill address details from street number and name
When entering a new address into Palace, Palace can look up a street name and postcode, but mysteriously leaves the suburb and city blank. Surely it can add these in automatically?
1 vote -
Move things around in diaries - Ability to edit the Diary entry name
Would be great if you could move (drag) items around in the diary so they follow each other in a logical order eg if an owner accepts a quote via email and you activate the work order then drop everything else into the diary from outlook that related to that work you could shuffle them into the correct order
5 votes -
Supplier Insurance expiry date automatically fed to Dashboard as 'Reminder'
Would be time saving & a great way to keep track, if when we enter the Supplier Insurance details & expiry date under the 'options' tab that the expiry date is fed to Dashboard as a 'Reminder' to chase up Insurance upon expiry date.
3 votes
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