201 results found
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Supplier Screen: ability to add practicing licence and Health and Safety policy information
To ensure suppliers have the required compliance before allocating work and to enable us to monitor where insurance or licences are expiring. Add in the supplier edit screen fields for this information and add merge fields to be able to report off.
3 votes -
Archive button for mail within individual email
The Palace inbox has an archive button within the inbox area, but none within an individual email. To archive and email after reading it, you need to click back, find the email, and then archive it.
An archive button within each individual email would remove this back and forth.
6 votes -
Check out keys before archiving a property
It would be great if you had to remove the key from the system before you archived a property. At the moment you cannot archive a property unless the key is checked in, but unless you have actually removed the keys from your key cupbaord and given them back to the owner when we go to generate a new key we often find there are keys hanging up on that number already and then you have no idea what the keys are for and they end up in the bin.
3 votes -
A pop up to Increase bond Required if Rent Increase
add an area on the rent review page to add the bond increase (optional to enter but good for those that want to increase the bond at the same time)
6 votes -
Different supplier email addresses for work orders and remittances
We have several suppliers that would like the remittance advice to go to their accounts team, but Palace automatically selects the primary email address when doing a bulk payment. The primary email address is where the work orders are sent, which is a different email address.
I understand that Palace allows for two email addresses, but when using Tapi, its defaulting to using the primary email, the same as Palace does with remittances.
It would be great to have a tick box in the supplier screen that asks if you want remittances sent to the primary email, or another email.
17 votes -
New supplier with no bank details
When loading a new supplier it would be good to be notified if bank account number is not entered like when you load a new owner
3 votes -
SMS Replies in diary do not show phone number
When there are multiple tenants, it would be useful to see the phone number the SMS reply has come from displaying in the diary.
10 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 -
Can we default rent and invoice arrears list to CURRENT tenants ?
currently it defaults to ALL tenants including vacated. We hardly look at that vacated tenant arrears so it should default to current tenants and if we want to choose vacated we can select that manually. Thanks :)
4 votes -
Custom Views - show on report or do not show on report slider button
Currently when creating a custom report all columns show on the report - would be great to have a show on report slider to select which items should show - especially when it comes to filters i.e Archive Status, Property Status etc. These can be filtered out if using excel but not if using pdf
1 vote -
Add email signature externally when sending bulk emails
Would be great to be able to send bulk emails with signatures not in the email template. In Palace Live you could select to 'Add Agents Signature' before sending, a similar feature would be good to reduce duplicates of templates.
16 votes -
sending inspections in bulk to owners
Be able to select multiple inspections (say all inspections from a certain day) and send them off in bulk to owners - rather than individually which is VERY time consuming
7 votes -
Integrate / Sync with Google / Outlook Calendar
All reminders / inspections etc, to integrate with our Google / outlook calendar so that we can see on our calendar what's coming up for the day, including Routines, Reminders / Alerts / Due maintenance
9 votes -
Separate 'comments ' boxes for landlords and one for inhouse
Currently any comments entered into the 'Comments' box show on the landlords statements. Sometimes we would like to add comments to a transaction to explain why or what the reasons are behind them, but because they show on the owners statements, we can't.
Could we have separate boxes where we could enter any 'inhouse' comments and landlord comments separately?
2 votes -
Bulk Email from Landlord
It would be great if we could sent a bulk email to Landlords using information from tenants.
We would like to be able to send emails to Landlords with information such as the tenants paid to dates, lease expiry dates and at this stage we cannot do this.
5 votes -
Download Report when receipting monies for rental invoice
When tenants pay for water (in the office or over the phone), we have to go to the transaction history to generate a copy of the receipt. There is now "download report" option as there is when rent is paid so we can print a receipt.
3 votes -
Have a default font setting for emails
We would like our company to have consistency through our emails instead of getting a randomised font each time we open a new email.
16 votes -
Receipt - Multiple
Be appreciated if when doing a manual multiple receipt, the tenant information shown was similar to that when processing a receipt via Bank import. i.e. I am about to pay the final rent to vacate for tenant, plus ,money towards an invoice, but on current screen can not see confirmation of the rent owed to vacate. Either need the summary at the top or the extra tab like the Receipt Rent has
3 votes -
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 -
Field to indicate owners preferred method of contact
Useful to know if the owner prefers to be texted / emailed / phoned on work number / mobile number / home number, In Rest it shows a *
4 votes
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