1203 results found
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To enable Bulk Deletion of comms in the failed tab
It would be great if we can bulk delete the communications that have failed, but have been resolved and it is the same person rather than closing each one. Because you have to wait a few seconds between each one while property tree tells you it has been completed, and doing it one by one is time consuming. It would be good if we are able to hold down the shift key and pick a bunch of them to close.
1 vote -
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements.
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements. At the moment it separates the property but they run one after the other and on separate pages.
1 vote -
Workflow Search Results – Add “Next Task Due Date” Column
On the Workflow Search Results view, where all open workflows can be viewed, it would be extremely helpful to have the option to add a “Next Task Due Date” column to the results.
The existing Workflow Due Date column is very useful, however, the overall workflow due date does not always provide an immediate indication of when the next action within that workflow is required.
Having the next task due date displayed as an optional column would allow users to see, at a glance, which workflows require attention next, without having to open each individual workflow to check the tasks…
1 vote -
Minimum Standards TAB
Create a Tab on the property file to have details about Minimum standards check similar to the compliance tab to see if it has been passed or failed and date/ also a section to be able to save report
1 vote -
Be able to invoice a vendor
Want to be able to invoice a Vendor Marketing and Sundries
1 vote -
withheld funds rent from date
When adding withheld funds to an owners account it would be helpful if there was a "rent from date" option that you could hold all rent from a certain date and the system automatically works out the charges to put on hold from that and what has been receipted.
1 vote -
BONDS
if the required amount of bond has been changed in tenancy profile can PT automatically send a tax invoice for the top up bond amount which will sit in tenancy financials tab until paid.
1 vote -
Section in Lease & Rent on tenancy file to show previous rent amount after increase has taken effect
Under the tenant's file in the lease and rent tab, the section that shows a rental increase that has taken effect should have an extra column or section that shows the previous rental that it went up from, so we can better track how the rental has increased over a couple of years.
1 vote -
Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
1 vote -
Compliance tab on Creditor profile - show no date loaded
This is a fantastic feature, but we need a tick box please to also show all creditors that have no compliance date entered, otherwise how can we track whose we haven't received. Thank you!
1 vote -
Show bond amount due on tenant statement
Would also be good if the bond had a due date that automatically was the rent increase date
1 vote -
Document Sharing from owner profile to tenant profile
It would be extremely useful to have the ability to share documents from the Owner Profile directly to the Tenant Profile when a document has been automatically loaded onto the owner profile from a separate action, without having to upload the same document separately to the tenant profiles.
For example, documents such as compliance certificates through the compliance tab, invoices, inspection reports and other relevant property documents are often uploaded automatically from tasks or third party applications to the Owner Profile only. It would be beneficial if, when viewing the document, there was an option such as "Show on Tenant…
1 vote -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Ownership Profile field for landlord/owner background information
We'd like to suggest a dedicated "Owner Profile" field on the ownership record itself, rather than being buried in a Note.
Property managers regularly build up useful background knowledge about our landlords, things like their spouse/partner's name, where they live, how they prefer to be contacted, their preferences around leasing, whether they purchased the property through us, or general context about their portfolio. Right now the only place we capture this is a Note titled "Owner Profile," which isn't easily visible and makes it harder to find and reference at a glance.
Having a freeform text field directly on the…
1 vote -
Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
1 vote -
1 vote
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Expand Sales Automated Communication to send anniversary email 1 year after settlement
It would be great to be able to set up our own automated communications for sales, especially ones that we can have prompted to send after a settlement and one that includes the statement as an attachment.
Ideally would be good to be able to prompt a happy anniversary email to the buyer to go out 1 year after a settlement even after the sales is archived.
1 vote -
Sort by entire address
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Be able to create inspection lists in property order.
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Sort by entire property address
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Documents and notes
Documents and notes can only be deleted by certain users
1 vote
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