978 results found
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Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
2 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
Email replies in PT - better identify unread emails
I love how the communications tab on left side bar has a red dot to alert new email received or a reply to one sent. I was wondering if a red alert dot could also be shown on the email in the list itself, to easily recognise which email has been responded to.
2 votes -
original lease start on profile summary
Please add the Original Lease Start date on the tenant profile summary box so we don't have to click into the profile to check
2 votes -
Workflow Automation
It would be great if a workflow could be started automatically based on a task such as Add a new tenant and convert prospect. Would be great to customise these to suit our business needs.
2 votes -
Communication Inbox show PM name
It would significantly improve efficiency if the Property Manager was visible in the inbox view next to the Name and Address for email and SMS communications.
This would allow users to quickly determine whether a message should remain assigned to the company or be reallocated to the correct Property Manager—without needing to open each property to check.
For teams managing a high volume of communications, this small change would remove unnecessary steps and save considerable time across the day.
This enhancement would streamline workflows, reduce friction, and improve response times.Would love to see this considered—thank you!
2 votes -
Notes on receipt
Include a more standout noting system when receipting tenants rent to ensure rent/advanced water is receipted correctly if paid in a whole payment. Too often is advanced water being receipted to part payment and tenants want it cancelled and re-allocated.
1 vote -
Property Manager shown on receipt screen
When creating a receipt in tenant download, can the Property Manager also please be shown as if there's an issue then they can be easily referenced.
2 votes -
simple - quick archiving
Why is archiving properties/tenants/landlords such a nauseating process.
You can keep the checklist as an option, however there should be a quicker archive option.
2 votes -
MMS - Being able to have an image on an SMS blasts
MMS - Being able to have an image on an SMS blasts. I want to be able to send an SMS to clients with an image in the SMS, at the moment you can only put a link in.
1 vote -
Search field for the document section
Please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles.
It would really help in quickly locating specific files. The filter icon is not useful.2 votes -
Be able to "turn off" automatic communication (arrears) to individual commercial tenants
Be able to individually select commercial tenants who you do NOT want an AUTO COMMUNICATION - rent arrears letter to go to. Commercial tenants often have tailored payment plans, or waiting for something to trigger a full payment or "credits" that have not yet been created (examples only). It would be great if you could tick a box like we do for "Receive Invoices" or "Receive receipts" in the set up section.
Surprising how upset they get when they receive an email (auto or not)
6 votes -
Bulk Archive Buyer Profiles
Ability to bulk archive buyer profiles rather than archiving one by one
1 vote -
Automated Rent Arrears Emails Based on Overdue Days
I believe Property Tree should introduce a feature that automatically sends rent arrears emails to renters once rent is overdue beyond a nominated number of days (X), and continues sending reminders until the payment is received. We have been advised that reminders currently require manual configuration by entering specific days for each email to be sent, which is quite impractical and inefficient.
1 vote -
Lost Management Reason Note or Text Box
It would be great to have a “lost reason” text box (similar to the property‑specific maintenance notes field) to add additional details explaining the reason for the lost management.
3 votes -
2 votes
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Trading Name field
Trading Name field under Tenancy Name
4 votes -
add notes to invoice
I feel that it would be good to be able to have the option of adding a note to individual tenant invoices that have already been created. There may be updates from tenants that does not affect other invoices or other processess.
1 vote -
Auto email work orders for compliance items ie fire, thermoscan, backflow checking
It would be great if work orders could be automated for the regular compliance items as it is so time consuming. Things like 6 months fire checks, annual backflow testing, annual thermoscans.
3 votes -
WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
9 votes
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