149 results found
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reopen emails in communications tab
Can you re-open an email that you have sent via the email icon on a profile to continue to thread? ie. you want to follow up on prior email sent as no response without starting a new chain.
I cannot see an option for this only an option to reopen if you specifically sent it from the communication platform via "compose" message and go via filtered complete items.
7 votesHi Stacy, in the communications platform you can forward the sent email to add additional text and follow up on those communications. You can use the filters to look for a particular profile.
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Invoice Fee displayed on active Tenancy Invoices. Option to Cancel fee on Invoice
It would be great to display on an active tenancy invoice if any fees are being charged, and the option to cancel / “X” the fee
Similar to the display when the tenancy invocie is being created. Currently, you would have to cancel the invoice to correct it, or charge the manual fee.10 votesYou can cancel any property fees that were charged under the Find Fees option (or navigate via the Property Profile via Financials > View Fees).
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The auto-communication trigger for lease expiry notices should be increased from the current maximum of 99 days to 120 days to align with TT
As a rent increase notice in Victoria is required at least 90 days in advance, we need to liaise with both parties to confirm their intentions regarding the lease renewal.
4 votesYou can have triggers for all automated communications up to 999 days. The UI does not show this clearly, and we'll work on improving this, however, this means you can add the 120 day trigger to the owner lease expiry now.
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Add option to select assigned agent for routine communication
Option to have automated routine communications to be sent from assigned inspecting agent, instead of point of contact or company.
15 votesUnder Configuration > User Management > Business Roles you have the option to select which Business Role is to be the Inspection Contact. This can be a different business role than the Property Management Contact. The Business Role that is selected as the Inspection Agent will be who the Inspection Communication will send from when Point of Contact is chosen as the Send From option. If you need assistance to check this or set it up, please reach out to our superstar support team. Thanks, Product Team
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implement PROPERTIES as a search option in case tenant or owner name are not available
implement PROPERTIES as a search option in case tenant or owner name are not available
1 voteThere is a property list you can search (an icon in the bottom menu when you are logged into the app). If you do not see this, please ensure you update the app to the latest version.
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1 vote
Using the Tenancy Leases Report, you can remove the lease dates so this shows all Tenancies and sort by the Paid To column. If you cannot see the paid to column, use the Columns button to include this.
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Bulk Mail Merge for All Tenants OR Owners in a Strata Plan
Suggestion to create a feature to send a mail merge email to all the tenants or owners of a particular strata plan. This will be extremely useful when agents need to forward important notices relating to all the tenants or owners. (Fire inspections, notice of building works etc.)
0 votesAs recommended by one of our lovely users, the best way to manage this is via Groups/Tags. You can then use the tag for not only mail merge, but reports too.
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delete receipt
When you enter a rent payment from a tenant and it is entered incorrectly, once we delete it through the system, the tenant should receive notification that the receipt is deleted.
2 votesThere is an option on the tenancy contact as to whether they receive tenancy receipts. If this is selected, then when the receipt is cancelled the tenant will also receive a copy of the cancellation. You can find the email template for the Tenancy Cancelled Receipt under Configuration > Automated Communications
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Flag if a Tenancy ID is not unique
Please make a feature the same as key numbers where it doesn't allow duplicate use of Tenancy IDs.
2 votesWhen entering a tenant the system or editing a Tenancy ID, the system will detect if the reference number is already is use and display a warning when the user selects save. The user is prompted to select save again if they wish to continue.
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Tenant Contact information Maintenance
When a work order is created the work order only attaches 1 tenants contact details, the work order should show multiple tenant contact details for trades people so they are not chasing us up for further contact details when the 1 named tenant doesnt respond to their calls.
4 votesIn the Quote or Work Order email screen you can select the option for "All Tenants".
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Search Box in Document Management
Could you please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles? It would really help in quickly locating specific files.
3 votesEach column heading in the document management list has a Filter icon - select this and you can choose to search that column (i.e. the document name).
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Who Paid It?! Receipt info
Two or more tenants listed in a property. They split the rent. You can see who paid it in the trust account statement, but when you receipt the funds and specify who paid the rent when creating the receipt (under the reference tab) that reference is never to be seen again.
No more I say! Let's get the reference that we spend our time writing up every, single time, to appear on both the rental ledger, and the receipt itself that is sent to the tenants. This way we aren't left debating with a tenant because the rent is behind…4 votesWhen receipting you can select which contact has paid (or manually enter a contact name). This information appears on both the rental ledger and the receipt.
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Hi Team, A recommendation, there has to be a feature to turn on auto reply to tenant and owner when we are away in Pt when they email us
Hi Team, A recommendation, there has to be a feature to turn on "automatic reply" to tenant and owner when we are away in Pt when they email us
2 votesWithin the Communication Platform there is a button next to compose called "Auto" - this is your Auto Reply for either your inbox, or the company inbox.
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Creating specifically tailored Automated Templates for Tenants
It would be great to be able to create specifically tailored Automated Templates for Tenants when emailing their invoices
1 voteTemplates for Tenancy Invoices can be edited under Configuration > Automated Communications > Accounts.
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Ability to Link a paid invoice to maintenance job.
Ability to Link a paid invoice to maintenance job. In trying to close off old maintenance jobs, it would be good to be able to link the paid invoice and close the job.
2 votesYou can link the maintenance job to the paid invoice via Find Creditor Invoice. On the invoice, you can select to link the maintenance and complete the job at the same time.
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Email Thread - not able to reply to emails
To be able to reply to an email through PT and have that email thread, not have to start a new email altogether.
3 votesProperty Tree has a communication platform that allows you to reply and forward, allowing for an email thread.
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Make Part Payment Reports Accessible to PMs not just Administrators
Make Part Payment Reports Accessible to PMs not just Administrators
Currently the only way for a Property Manager to access reports on tenancies with part payments, is to go through an administrator profile on Business Insights. We recently became aware of leases that were signed as monthly being inadvertently entered as weekly on PT due to data scraping from IRE. Having access to part payment reports should be as easy as accessing arrears reports as they demonstrate an error either on the system or the tenant's payment amount.
1 voteUsers can be given access to Business Insights under the User Management - they do not have to be administration access users. Another report that can be used within PT is the Tenancy Leases, you can select to display the Part Payment Column in this report.
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Adding property address to subject line - ownership statements
We have a few owners that are requesting the subject line to be changed for Ownerships statements. These owners have multiple properties and find it frustrating to have to search each email to find the statement they are looking for. Could we please look at adding the property address into the subject line, so that owners can see at a glance what property the statement pertains to?
5 votesThanks for your feedback. You can have the Property Address(es) appear in the subject line of the Ownership Statement email. To do this, go to Configuration > Automated Communications > Accounts and select to edit the Ownership Statement email template. Ensure the cursor is in the subject line and then select the Property Address merge field. If you require further assistance with this, please reach out to our superstar support team.
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LL or TT to be able email into Communications directly
A landlord or tenant can only REPLY to an email that is initiated out of Property Tree. If the landlord or tenant wants to start a new email conversation, they have to use our Outlook email and then we have to save the communication thread into Property Tree under Documents.
What is the point of having Communications turned on if a landlord or tenant cannot email you into Property Tree directly to start a new conversation thread. A landlord or tenant should not be forced to sign up to the portal to send a message.
It means I have to…
1 voteAny of your contacts can email you using your dedicated Property Tree email address - this is how it knows to come into Property Tree and will link directly to the relevant profile. We currently have other tasks in progress regarding Portals and bringing emails into Property Tree from Outlook. However, to email directly into Property Tree, it's that dedicated email address that your contacts need to use.
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delivery in communications
Like we can see in the communications tab we can see when the recipient has open email etc.
Can we have this tab when we click on the communications when in the tenant or ownership account.2 votesIf you open the email, it will show you the opened date/time for that email. This also shows in the Communication Platform, Print View and Tribunal Report.
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