8 results found
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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 -
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 -
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…
9 votes -
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
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.
2 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
3 votes -
Inspection Import Report
When the inspection report has been uploaded to Palace, could be able to saved as inspection report in property diary, so the auditor will be easier to generate the property diary report basic on inspection report. and easy to find out how many inspection report has been uploaded successfully and sent to the owner before end of the month.
As inspection report could be deleted by anyone from import list.1 vote -
Function to be able to archive 'Document Template' letters in Palace
It would be great if we could archive letters in Palace (Document templates) in case needed in future so can reduce the amount of 'current' letters/ document templates in Palace (without having to delete these completely)
1 vote
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