124 results found
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Email signatures with clickable links (hyperlink or QR Code)
Ability to add a clickable link into the user banners i.e. QR code link to be clickable not just scannable in the image. Extend format of files from just PNG and JPEG to Other formats that include links.
6 votes -
Inspection Letters should print in date order
Print inspection letters in date order, not street address. Also have the option to only select the primary contact so that multiple copies of the letter don't print (like bulk mail merge for letters)
6 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 -
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 -
'floating' text box for creating text messages
When creating a text message it would be great to have that as a 'floating' pop up window to enable the information ie arrears amount when inputting the SMS to be viewed while creating the text.
5 votes -
Salutation merge field displays full name
Need to have the firstname seperated so that mail merge and communication has this entered correctly instead so that letters are addressed correctly.
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 -
SMS Templates - for Ad Hoc messages
We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.
4 votes -
Set up automated communication for agent
Currently we can set up to automatically a tenant or owner that the lease is due for renewal at x days. We would like an option that we can set up automatic emails to the agent at x days so they can be triggered to individualize the communication to the owner.
4 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…4 votes -
Categorize merge templates so they are easy to find when using the dropdown
We have so many mail merge templates that when we use the dropdown to select the template we have a big list of them to go through (currently in alphabetical order). Would be great to have custom categories for our mail merge templates so that all the rent arrears templates displayed together, and then all the lease templates etc.
4 votes -
Direct line details for Property Managers
To have a field for the property managers direct line contact details as well as the mobile number
4 votes -
Communications Centre: 'Completed' folder to display on left hand side
The completed messages in the Communications Centre is accessed through the filter icon at top. It would be great if this was moved to be sitting as 'Completed' on the left hand pane along with "My Inboxes" "Sent" and "Failed'
4 votes -
Choose contacts for the automated communications
Where we have the option to turn automated arrears notices on or off for a tenant, it would be good to select the contact (or all contacts) that this goes too. With commercial we have lots of stored contacts and don't want them receiving these notices.
4 votes -
When filtering reports or bulk merge, have the option to show those profiles that are "not" tagged for the tag you choose
When filtering reports or bulk merges, have the option for profiles that are not tagged (ie, select the tag associated but have the option to see those not tagged only)
4 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 -
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
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