1204 results found
-
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.
3 votes -
Communications for Creditors
We would like to mass email creditors with regards to their Insurance paperwork. For landlord it's {OwnershipPrimaryGivenName}. Is there one for Creditors? Eg. {CreditorContactGivenName},
It will be great if Property Tree can populate the Insurance Expiry Date in Mail Merge. Eg. ({InsuranceExpiryDate})3 votes -
Managed by Tenant under Compliance Tab
Add "Tenant" as a managed by option on the compliance tab for the odd issues that the tenants are responsible for - pools etc.
3 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
3 votes -
automated communications
Inspection Notice: Residential Tenancies
The ability to change timing and communications information based on inspection type. Eg: Routine or IngoingThe information provided to an exiting tenant is different to an ongoing tenancy.
3 votes -
bond
When we enter a rent adjustment, the system has updated to have the option to also add the bond adjustment, it would be great if there was a way to enter a date when the bond is due to be paid and only then have it set as payment required as we are unable to receipt funds for the bond until the rent adjustment date.
3 votes -
Tenant & Creditor Invoice Notes displayed in Invoice Genius
It would be great to have any Tenant & Creditor Invoicing Notes to be displayed in Invoice Genius.
3 votes -
saving files into Property Tree
Having to constantly save files onto the computer before being able to drag and drop into Property Tree and attaching PDF files to emails is time wasting.
Being able to freely drag from Outlook or my desk top would be much better than constantly having to save into Documents3 votes -
New Drop Down under Inspection Type
Inspection Type - if " Remote " can be added.
3 votes -
Remove withheld funds when disbursing ownership
Would love the ability to be able to be able to remove / cancel any withheld funds no longer required in an ownership account when completing a bulk disbursement via "Pay Ownership" rather than having to go into individual ownership profiles to remove it.
3 votes -
3 votes
-
Management Authority Overview should be able to view list by property suburb, so staff with portfolio can see what they have in a suburb
Each staff that has a portfolio, want to search and have a list by suburb, not just by owner or start of an address.
This helps with seeing how many in a suburb each staff manage, they can attend all properties in a suburb ect.
3 votes -
Needing Visible Label for STRATA in Property Details
In the Property Tab it would be great if under property Details there was provision for STRATA property to be identified next to Property Type, number of bedrooms, number of bathroom , number of parking. There are so many new houses now which look like are free standing Torens Title BUT are Strata Title... which causes so much confusion because By Laws are not thought to be asked for. Please can this be considered to alert all us property managers about STRATA properties...
3 votes -
Communications being able to be deleted
To have an admin function where communications can be deleted that were sent out in error and we do not want the record on their card. For example a breach notice
3 votes -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
3 votes -
Better Search Function
It is very frustrating that the SEARCH in communication is VERY basic. We can't search via SENDER, or have too many words, or little words. The filter option is also very basic. Keyword is only what's on the Subject Line. It's very frustrating trying to search for old email and we potentially don't quite remember the title of the email, or the title of the email was something generic like Ownership Statement. If it can search Subject line, Sender line, email content, or combination of different areas.
3 votes -
SMS Unsubscribe Report
Property Tree has the option to generate a report for contacts that have unsubscribed to email however not SMS.
3 votes -
Commercial Lease Terms & Lease Option feilds available as a column selection in all reports
Could we please have Commercial Lease Terms & Lease Option columns available to select in all reports and even a lease notes field would be great.
3 votes -
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.
3 votes -
An option to set more than one primary recipient.
One property has two owners who have strongly requested they both receive all email communications. Currently we can only select one primary recipient in PT (which suits 99% of our owners) so we are relying on memory to do this manually. This is far from ideal.
It would be ideal to select all the recipients who want to receive email correspondence.
3 votes
- Don't see your idea?