4 results found
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Portfolio transfer and archive the resgined PM
When transferring the entire portfolio from the resigned property manager, please ensure that the archived properties under the resigned property manager are also transferred. This will streamline further actions for archiving the resigned property manager as a user.
2 votes -
Custom Fields for Suppliers
It would be very helpful to have custom fields available for Suppliers. There are several types of information that we would like to store that are not currently covered in the standard fields under Suppliers.
4 votes -
Restrict Access to Certain Custom Views
It would be helpful to be able to restrict access to certain custom views. There are several we use with sensitive information that we don't want some users being able to access but as they are a custom view they are open for anyone to download - Old Palace Live function
3 votes -
Add Correspondence button under Edit drop down
Add Correspondence button under Edit drop down screen by the property list where email, sms & diary are
1 vote
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