124 results found
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SMS and email sent on same trigger day
When setting up auto-communications, can an email and SMS be triggered to go on the same trigger day? Currently they can't be triggered to be sent on the same day which is useful for arrears and scheduling inspections
2 votes -
Portal communications alert to be relevant to the property manager that is logged in
The envelope alert should only be shown when the message is relevant to the property manager/user that is logged in instead of showing alerts for any message that comes in to the whole company.
3 votes -
Mail merge - recipients with the same email addresses should get one email
The option when doing a mail merge for "Recipients with multiple matching properties should get one email" still results in owners receiving the same email multiple times. Can we have an option for "recipients with the same email address should get one email", that way if we have the owner loaded multiple times, they will only get one email.
5 votes -
Assign communication to tenant when email from 3rd party
When forwarding an email to communication have the ability to assign to a tenant or owner
3 votes -
Auto Comms / Mail merging for Owners with outstanding invoices
Auto Comms / Mail Merging feature
The ability to create a Mail Merge Document outside of the Ownership statement
So that we can ask the owner to contribute funds to cover the outstanding invoices not paid. Lets be proactive not reactive... its too late when we send the statement as the bills are now possibly overdue and interest can occur
Or an Auto Comms same thing one that we could trigger by days3 votes -
Mail merge filter for rent increase notice
A function to generate a rent increase notice to the tenant, utilising the rent schedule fields, allowing for sufficient notice period.
We will also need the ability to have the new rent schedule confirmed as often negotiation may be necessary.
3 votes -
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt.
For example, we can remind tenant to pay outstanding invoices, or balance due to vacating date.
3 votes -
Tenants postal address visible in Profile
Tenants postal address visible in contact box without going into as if you were editing the contact, like the owner contacts.
6 votes -
Auto Communication - custom options for things like Reticulation and Water
Can you please add in auto communication the ability to send emails on a specific dates to owners / tenants?
For example each year we send the tenants a bulk communication for the following:
*Reticulation should be turned off today due to water corporation rules.
*Water should be turned on today as the sprinkler ban is over.It would be great to be able to create custom templates in auto communication based on a specific date / need for owners and or tenants so you can set and forget.
Currently we have auto comms set up but there does not…
2 votes -
Show portal communications under the tenant/ owner tab in Property Tree
At the moment the portal communications are only accessible via the envelope tab. It would be very helpful to have the comms saved in several locations in Property Tree, i.e. under the tenant/ owner tab
13 votes -
internal communication
Have an area in communications for staff to communicate important information regarding the property/tenant so everyone can see what is happening, eg "advised plumber that the owner authorised replacement of hwu". Everyone can see that it has been actioned.
2 votes -
Email Outbox so we can preview bulk or merged emails before sending
Having an outbox that hold emails for individual previous before sending. At the moment we cant see the emails unless we send and then find them again under the tenant or owner communications. When setting up mail merges I have found i have had to send errored merges out until i could get it perfect.
We need to be able to actually see what is going out.10 votes -
Merge fields for assistant pm
Merge field for other roles in the business with there contacts. eg assistant pm
5 votes -
Read receipts for portal messages
In portal messages i think a good idea would be to have read receipts for the businesses side so we can see if other collegues have already viewed the message so we dont double cross on messages that have already been seen too
5 votes -
Ability to file forwarded email threads to a selected profile
It would be useful to be able to forward an email thread from your Outlook Inbox to the PT email address, and from there select a profile to archive it against - as a new user to Communications most of our correspondence is still coming via Outlook so to be able to keep record of these in the owner or tenant profile would be great. At present there is only the option to Select a Profile where it recognises the email address, but if you could select any profile this would greatly improve this function.
4 votes -
Held Funds E-mailed Remittance
It would be great if an e-mailed remittance was generated & sent when refunding held funds rather than having to send a separate e-mail to advise the tenant or new Agent if we are transferring overpaid rent
10 votes -
Bulk mail merge to multiple selected owners
To have the option to have a second email address noted as a secondary email so an email can be sent to two owners and not all emails or just the primary email address when creating and sending a bulk mail merge.
2 votes -
Add phone conversation as a communication record
It would be great if the communications tab could be expanded to include a record of phone calls. I know a note could be created, but all communication events should really be in the one place.
Currently you can see all emails and text messages that have been sent but having the ability to manually add a record of a conversation would really complete this feature.
The communications tab could then be enhanced with an option to filter by 'category'.
2 votes -
Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
41 votes -
Saved Edited Merge Letters
Could there be a way to save the edited version of a Merge Letter? The letter template only is saved into Communications so no record is kept of what was actually typed and sent.
2 votes
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