1204 results found
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Deletion of data
I would like to suggest that documents are automatically deleted from the file if archived 7+ years - to be in alignment with privacy requirements
OR
Report to be generated showing files that have been archived for 7+ years so we can review and delete documents accordingly2 votes -
turn off automated reminders
It would be great if we could select to have automated reminders off on weekends and public holidays. Currently we have to manually turn off on a Friday and back on Monday. To have an option to have them automatically switch off for these times would be fantastic and stop a lot of abuse and grumpy people emailing to say a payment has been made and we don't receipt over weekends. Despite having an automated email advising everyone, they don't seem to read these.
2 votes -
Option to bulk edit & close Ingoing inspections
As you are able to bulk edit and close routine inspections in Inspection Summary, also have the option to do this for Ingoing inspections (for apartment/co-living accommodation configurations).
2 votes -
Attach Photos to Meters in Consumption (property profile) to assist others to locate them. Up to 3 photos. Next to Description.
Attach Photos to Meters in Consumption to assist others to locate them. Up to 3 photos. Next to Description.
I already put the location in the description filed but... Morons...
2 votes -
That the renter/tenant receives a receipt when you create a tenancy credit
That the renter/tenant receives a receipt when you create a tenancy credit
2 votes -
Selective Syncing via the PT-Eagle Integration
PT → Eagle sync operates on an all-or-nothing basis for eligible rentals
No filtering or opt-in controls available.It would be nice if we could select which listings we want to send via the integration would work in conjunction with the two-way sync UV
http://mri.uservoice.com/forums/953356/suggestions/510232002 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 -
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 -
2 votes
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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 -
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.
2 votes -
Recording external expenses on statements
An option to include a method to track external expenses within Property Tree so that they are recorded on ownership statements and annual I&E Statements for tax purposes.
I have a few owners that like all their property expenses to be recorded in once place so they don't have to worry about saving seperate reciepts to give to their accountant.
E.G. recording a Bunnings reciept for a replacement shower head that was installed by the owner rather than a handyman/plumber.
2 votes -
Bond Section - No Bond Required Option
We have a few tenancies where they hold no bond (mostly as owner requested not to/family friend etc)
We cannot edit the bond REF section to say 'No Bond Required' and or add a description unless the amount is greater than '0'.
We do not want to enter an amount as then it will have those funds as outstanding and we would like the reporting to be accurate.
Can there be a way to have a section for 'no bond' and or be able to write into what's available with the amount being kept as $0.
2 votes -
Outstanding bond to be shown on tenancy statements
Outstanding bond to be shown on tenancy statements
2 votes -
Bulk Download Documents In Communication Platform
Feedback:
Currently, when a client uploads documents via email and sends them through our communications platform, we need to download each file individually. Each document opens in a new web page, and then we have to click “download” again to save it to the computer.
As part of our annual tenancy reassessments, clients are required to submit multiple documents, which makes this process quite time-consuming and inefficient.Suggestion:
It would be helpful to explore options for bulk downloading or a more streamlined process that reduces the number of steps required. This would save time and improve the overall experience for…2 votes -
Archiving Mail Merge Templates
Option to deactivate/archive a mail merge template without deleting it from the templates in full. At present having to rename so it drops to the bottom of the template list.
2 votes -
Ownership Receipt
When receipting to an ownership in the Tenant Download screen, it would be helpful if after searching the ownership, it clearly showed the related managed property to ensure accuracy.
2 votes -
tenancy schedule vacant properties
Owners vacant properties to be included on the tenancy schedule as well as the tenanted ones.
2 votes -
Statistics/Reporting
Hi few things,
- For the statistics report, the top section is always current data and if you want a certain time frame only the bottom section is for then.
It would be great if the whole report was for the period you select.
- User statistic reports, it would be great to have a report for users to track their actions/kpis - email sent, sms sent, work order created/completed, quote request, how many times maintenance notes are updated to track maintenance follow ups, task creation and completion (more importantly completion), and other general ones which the main stat report covers.
2 votes -
Key code
Some properties have access codes as well as keys. There is only a space for a key number. Can you add an option for codes.
2 votes
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