11 results found
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Transaction lock for Mid Month processing and Admin Fee processing
Having a transaction lock option when processing Mid Month and also when processing Monthly Admin Fee charges off the Dashboard so there are no interruptions of other transactions being processed at the same time.
19 votes -
Event Triggers
It would be great if there was a feature within Palace for setting up triggers so that an action occurs after a specific event? For example, when a tenant is added, a reminder is sent to a designated staff member to charge the letting fee and monthly recurring admin fee.
7 votes -
Add in more options in the "merge feildns" for invoice templates
When you go to email an owner or tenant an invoice it comes up with Dear, this looks unrprofesional and we need to be able to add merge feilds so we can add their names, to make it more personal.
4 votes -
Customise Statements
It would be great if we could change the colours and fonts of the statements/reports that we export, so they can align with our company's brand.
7 votes -
Alerts - these should pop up on the tenants screen/owners or property screen when you open it up.
Alerts should pop up when you open the related screen, so it is an obvious alert.
It is hard to remember to hover over the exclamation marks to the side, especially for important reminders/alerts
11 votes -
Alert pop up on inspection app ( healthy and safety) ( notes for inspector )
Pop up alerts in app when a new inspection is started for health and safety notes e.g vicious dog or make sure to check the gardens for xxxxx.
This would be helpful and could be reoccurring until removed and not seen by tenant or owner ??
11 votes -
Alerts for when new tenants pay 1st rent and/or bond
Would be great that when a new tenant pays their first rent (deposit) and/or the bond for us to be notified via email. As this would save us having to check it daily. If we could set up an alert for these 2 fields would be great.
33 votes -
Show the email has been replied to in Inbox
It would be great if the email had a little curved arrow indicating it has been replied to in the inbox display. Rather than having to go into the owner/tenant diary to see if its had a reply.
20 votes -
Finding draft emails quickly
Have a function that offers a list of draft emails that are awaiting to be send. Currently if we forget which property or tenant we saved the draft for, there is no way to find it unless I go through each diary one by one.
3 votesHi Monique,
I agree with this! Which is why, in 2024, as a part of our Global search, we'll tap into diaries and make 'finding' things a little bit easier :)
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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 -
Receive notification of SMS
Rather than having to check your SMS inbox several times a day, it would be good to get a notification when one is received
16 votes
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