124 results found
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separate commercial auto communications by portfolio
ability to separate commercial auto communications by portfolio
1 vote -
Add PM email as an option to be cc'd into a mail merge email
Add PM email as an option to be cc'd into a mail merge email.
As an admin person, I send all rent reviews and any other letters on behalf of PM's.
It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.
7 votes -
email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
12 votes -
Mail merge show Tenancy Name not just recipient
To be able to have the mail merge list show the tenancy name as well as recipient as it is easier to recognize the tenant name in the case of commercial tenancies, ie, the business name, not the contact person
1 vote -
Ability to filter owner automatic communications for routine inspections
At the moment we can only turn on or off automatic communications to all owners. There is no option to have it only for select owners.
We only have a handful of owners wanting to be invited to routine inspections and having the ability to turn on the automatic communications just for those owners would be ideal and save a long and tedious manual process of filtering the database to find those owners then send them an email.
21 votes -
Ability to send comms from Business Role
Currently you can only send automated comms from a User, Point of Contact or Company. However when you have 2x people working on one property, various comms should be sent from either user.
There should be an ability in PT to send from business role in the agency.18 votes -
Property Tree Portal inbox when Property Manager is on leave
When a tenant puts in maintenance or correspondence through the portal, the notifications pops up in the Property managers inbox at the top right. If that person is away and no one is login into their profile then no one lese knows about it.
It would be great if we can put an out of office or something in so the notification goes to someone so important maintenance doesn't get missed.2 votes -
Add notes to owner statements
Surprised this isn't idea considering it could be in REST. Would love to be able to add notes onto the owners monthly statements.
Thank you!28 votes -
automation via different roles within the company
We would like the ability to send automated communication from different team members working within a portfolio. For instance, we have a few super PODs / Portfolios where the Senior PM liaises with the owners and the PM deals with the tenants so ideally the arrears and routine inspections should come from the PM not the SPM. Surely this is a common issue - would be great to have some flexibility here.
1 vote -
Automated Communication new tenants
We want to send a welcome letter to new tenants. Would be great to have a lease-start trigger for auto communication with tenants.
2 votes -
Unlocking All Merge Fields
It would be great to see, Property Tree make all data fields availaible in Property Tree as merge fields in auto communications and e-mail/letter merge fields. Example being having the ability to show "Paid From" "Paid To" "Inhand Credit" "Effective Paid To" in the body of the auto receipt e-mail.
Reasoning behind this is the tenants in QLD are shown an Effective date on their receipt that includes the In hand credit however this is not explained on the receipt and tenants get confused by this.
Also having the ability to have all merge fields available in every document/Letter/E-mail would…
8 votes -
lease review dates
Add Lease review dates ( same as Rent review)
19 votes -
Auto populate the property address in subject line when emailing renter or rental provider via platform
Auto populate the property address in subject line when emailing renter or rental provider via platform
2 votes -
Residential Rent Credits need to go into Communications
We need to be able to tick a box to email residential renters when they get a rent credit eg sales inspection fee and for this to show in the communications tab.
Because residential rent is not invoiced the Email Invoice box with renter email address's pre-ticked does nothing when you click Create Credit, you have to send them an ad-hoc email which is time consuming.1 vote -
Automated Communications for tenant invoice reminders
Have an option to be able to set Automated Communications to remind tenants that their invoice is due soon. Ie, 3 days before, an email is triggered
9 votes -
Filtering of Scheduled Rent Change Notifications
With the new Scheduled Rent Change automated notifications it would be great if we are able to turn these notifications off for certain tenants.
As we have a large amount of tenants utilising Centrepay the $$ amount listed under their rent schedule in their tenancy profile differs to what is described on their lease. We need to account for the $0.99 charged by Centrelink and should the tenants get the automated communications /reminders for their upcoming rent schedule change this could cause a great deal of confusion for the tenants. As with arrears notifications we would like the ability to…7 votes -
Add remove Compliance dates to Archive requirements
Add Remove Compliance Dates to Archive requirements
1 vote -
i want to put the automation when we receipt the rent email go to the owner that we have received the payment and it will be transferred
i want to put the automation when we receipt the rent email go to the owner that we have received the payment and it will be transferred
1 vote -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
17 votes -
Option to edit PDF work orders.
Create an option to edit the PDF work orders within configuaration settings. Currently you can edit the email template for creditors, however there is no option to edit the PDF version that is attached to the email.
Currently we have a discrepency between work order email and work order PDF, PDF does not state billing details and we have had problems with invoices being addressed incorrectly due to this as some contractors go off of the PDF instead of email.
42 votes
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