1168 results found
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Sending portal invites in bulk via a specific PM or TAG
It would be great to have the option to invite portal users in bulk by a tag or by a PM.
Currently we have to individually select each client specifically by searching through the entire database.In the portal invite section under managements, communications, where you can select multiple clients by clicking individual tick boxes next to each client, the order is not easy to find specific people, and there is no search ability. This option is really not ideal or time efficient.
We need to be able to search within this section for clients linked to an associated Tag…
1 vote -
Pay Creditor - Filter to Agent Portfolio
When processing creditor payments, open to filter to only see your Agent Portfolio invoices and not the entire company.
As PM's here at EARE, we process our own creditor payments and would be great to not have to unallocate everyone else to proceed.
1 vote -
note
Ability to Find Note based on user not portfolio. We need this for reporting purposes.
1 vote -
1 vote
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maintenance report
When creating a maintenance report to follow up repairs on going, you should be able to put the jobs in creditor order but the creditor is not even noted on the report its purely property and tenant and job number. If im following up with creditors I want to do it all at once with each creditor and I want one report for all jobs in progress I dont want to have to keep printing each individual creditor maint list. Rest used to have a maintenance report which showed every job in progress and in creditor order not property or…
1 vote -
An elderly owner with multiple properties and multiple statements has requested the address for each statement be made more obvious
An elderly owner with multiple properties and multiple statements has requested the address for each statement be made more obvious (larger or highlighted or placed elsewhere in the statement) as they have vision problems and when doing their accounts they are struggling to find the address in each statement
1 vote -
It would be great in BI if we
It would be great in BI to report on the unlabelled field that appears in the "Property Details" area on the "Details" tab of a property? If you edit this area, its the field to the right of "Property Type".
1 vote -
automated report generation
able to automate report generation for rent arrears and be sent to property manager's email. this way, they will receive weekly reports on their emails.
1 vote -
suggestion to improve Property Tree by not allowing multiple properties to be attached to one owner profile.
Having the option to not allow multiple properties to be attached the the one owner/s profile, keeping each property separate.
When receipting rent or entering owner invoices to only be attached to the relevant property, keeping each income/expenses separate, with individual statements.
My suggestion to improve Property Tree is by not allowing multiple properties to be attached to one owner profile.
1 vote -
Enabling to re-order workflows within management tasks.
Would like to be able to re-order workflow templates around. We are working on templates and when some are published I would like to move to the bottom so that the ones I am still working on show up the top or vice versa as unpublished. Or be able to alphabetise.
1 vote -
key number
Adding key numbers into work orders automatically
1 vote -
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 -
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 -
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 -
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 -
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
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