1117 results found
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Communications Platform: Reply Preview Option
It would be beneficial to enable full email content preview when replying within the Communications Platform, to use the entire screen space eliminating the need to scroll through the message . SMS message preview shows the whole screen but not email.
1 vote -
VIEWING COMMUNICATION THREAD FROM THE TENANY TAB
Currently, there is no view of email communication from the Tenancy tab when the communication has been a "forward" email made from 'Communication'
Therefore, when viewing communications to the tenant from the tenancy tab, you can't see there has been follow up emails to the tenant made from communication.
1 vote -
WorkFlow Visibility
When a workflow has been added to a tenancy, property or ownership having the visibility seen in direct sight rather then going,
- tenancy, property, ownership
- task
- workflowSeems like when you create one they are just sitting there in the back end of PT with lots of clicks just to find one.
1 vote -
Allow workflows to be assigned to "current user" rather than an assigned user
At present the workflow has to be either assigned to a business role, or a specific user. It would be easier to have the option to assign this to the current user, so that when someone adds a workflow, any unassigned tasks default to that user.
1 vote -
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
2 votes -
Tenancy invoice - rent owing
When sending a tenancy invoice if there is rent outstanding it should a appear in a seperate section like a reminder
1 vote -
Routine Inspection
Completing an audit on last inspection - instead it being all last inspection date.
Ideally we would like to update this last inspection date for a routine or ingoing or outgoing etc. NOT what was completed last on the system.
1 vote -
Integrate FLKitover
A similar integration with FLKitover, like we have with REI forms, would be useful. Not just API key, but a button to create an instant form through Property tree. This would minimise us leaving PT.
1 vote -
2 votes
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Exclude Vacant “Not to Be Re‑Let” Properties From Reporting Without Archiving
Introduce an option to mark a property as “Inactive – Not to Be Re‑Let” (or similar), allowing it to be excluded from vacancy, management, and KPI reporting without requiring the property to be archived.
1 vote -
Change to rent allocation rules
If rent does not match do not allocate payments to invoices but instead put overpayment into Held Funds.
11 votes -
Can we have the option to turn off auto invoicing for individual commercial tenants
When setting up a new tenant without knowing the exact paid to date, can we be able to TURN OFF the automatic invoicing for rent/outgoings
4 votes -
Different colour for notes tab
Could the notes prompt be a different colour than the blue that is used on your program that way it stands out for you to prompt and read it
1 vote -
bond when entering a new tenant
Is there a way to have the bond entry on the same field as the Lease & Rent information section? As it's down the bottom as a separate entry it's easy to miss if you don't scroll down. Not a huge deal but would be more efficient having it there where it can't be missed.
1 vote -
inspections
Sync Inspections in MRI it would be great if the inspections will be sync properly in MRI Inspections, and if we can also see an trail of who scheduled the inspections.
1 vote -
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondance not just one.
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondence not just one. That way this speaks to inspection manager and routine inspection reports can be emailed to both landlords automatically instead of typing them in every time for properties.
8 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
8 votes -
Have the date that the last payment was made as well as last statement date on the ownership tile
Have the date that the last payment was made as well as last statement date on the ownership tile. This avoids confusion as seeing the last statement date as the last payment date as well.
1 vote -
Have the date that the last payment was made as well as last statement date on the ownership tile
Have the date that the last payment was made as well as last statement date on the ownership tile. This will avoid confusion as the last statement date can also then be mistaken as the last payment date as well.
1 vote -
tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
2 votes
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