290 results found
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New Property Tree Interface - Post your feedback
Our March release included the new Property Tree Interface - if you have any feedback regarding this, please post a comment for our Product Team below.
34 votesThank you all for your feedback on the interface update
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Email all
The new change for emailing all doesn't just let you email all as had been done. You now have to choose the person to email. This slows the process down and is annoying. Please adjust so that if you choose email all, all the emails are ready to be emailed.
Many thanks,
1 voteThank you so much for bringing this to our attention. We have logged this to be remedied. Just a side note, when something isn't working as it should, can you please ensure our support team are notified, it was just by chance we saw your suggestion (as ideas are reviewed each week). I'll close off this suggestion, as it doesn't need votes to get sorted - it was unfortunately not meant to change that Email All behaviour.
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Property Tree times out to quickly - having to constantly login back in after a few minutes of staying idle
Property Tree times out to quickly - having to constantly login back in with the SMS code after a few minutes of staying idle
Once you've signed in for the day that should be it. You should not have to continuously sign back in multiple times throughout the day.
183 votesThe email below was sent to all users on Monday 4 December regarding security and logins.
It's done! MRI SSO (Single Sign On) is in place for all Property Tree users! Thank you for your ongoing support and feedback as we have taken significant steps forward in enhancing your experience and security.
Some key points to note:To never get locked out
- Multiple Factors: Configure multiple factors such as Okta Verify Authenticator and fingerprint so that you always have a backup method. This prevents login issues when mobile carriers experience outages if SMS is your only login method.
To keep your account secure
- Auto Log out: Sessions log out automatically unless a Property Tree tab was interacted with within 1 hour
- Sensitive Operation Challenge: Any page with the ability to change bank accounts require MFA verification
To keep things usable
- MFA Cool Down Activated: After being challenged for MFA you…
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PT memory - eg: typing a CC in emails or subject - it use to memorise it and doesnt any more
PT use to memorize emails eg: if you CCd someone in or - in Email Subject Line it would memorize so you didn't need to retype- this function no longer there.
Please bring it back4 votesThis will be related to webpage cache settings rather than Property Tree (as we do not save manually typed email addresses)
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Rent Arrears
With ‘REST’ even if a tenant was short by a dollar/cent, it would never move them forward a month!!!
MY QUESTION TO YOU IS : Why is this happening with Property Tree?
1) We are answerable to owners, who question us (and)
2) Tenants think they are fine with payments due to the Paid to date reflecting they have moved forward by a month
hence nothing owed for which we are having to explain to them . This is time consuming & annoying !!!If an old program like ‘REST’ could do it, why can’t Property Tree. Please update your…
2 votesReferred to support - Rent should never roll into another period unless the full amount is paid, taking into account any part payment. The ledger shows a column specifically for the part payment (next to the paid to dates), and also a column for credit (next to the payee name).
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Payment run
Most recently there were options added to the Ownership type field to include Ownerships with a Pay amount which is fantastic. However since this change once I am looking at statements on page 2 for instance, if I remove an owner from Page 2 PT automatically takes me back to page 1, I then have to go back to page 2 and try and remember where I was at. Since the change the payments dont scroll continuously
1 voteThanks for your feedback, this has been escalated via our support team. If you come across anything in the future that is not working as it should, please reach out directly to support, as they will confirm the issue and escalate it directly to the Product Team.
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Dragging the attachments from the new outlook update as of Oct 24 ?
Before the Outlook update recently done as of Oct 24, it seems that attachments we would normally drag from Outlook into PT does not work anymore. Can you please advise if this is something you're working on?
3 votesWe've looked into this issue and Microsoft has replied: We regret to inform you that the drag-and-drop functionality for emails is currently not supported in the new Outlook for Windows due to design limitations.
This is an issue outside of Property Tree. We will continue to monitor the new outlook features as they are updated.
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EFFECTIVE RENT AREARS MERGE FIELD - should be pulled based on the reconciled date, opposed to the current date.
EFFECTIVE RENT AREARS MERGE FIELD - should be pulled based on the reconciled date, opposed to the current date.
1 voteWe cannot alter how the rent arrears are calculated due to each states legislative requirements.
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Rent schedule update should not affect historical rent
There is currently not enough control when you update the rent schedule.
Once you update it, you simply get a confusing message that it will change the effective paid date or paid to date.
I was told this stuff up a lot of property manager as any update should have been an addition instead of editing the rent schedule.
Therefore, if the rent schedule update won't affect the historical rent. This will stop stuffing up Property Manager1 voteThe ability to update the current rent schedule is to help users when a correction needs to be made. If accidentally selecting edit, rather than add, the prompt clearly tells the user what will happen if this is done. A user should always add a rent change to the schedule when doing a future rent change.
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Have a message on the sms mobile number
When we send an sms with reply active, it just shows up as a number, nothing about the company that sent it or that it is Reply Only. When you ring the number, it says this number is not available, call again later.............so some Tenants are saying they have tried to call me multiple times.
Need an auto message on all sms' sent out with Company Name and Text Reply only available or similar. The other outgoing SMS had DO NOT REPLY message at the front of it so it must be possible!
If people still try and call the…
2 votesIf you advise your tenants to save the number as a contact under your company name (as this is your company dedicated number) it will then show as this when they receive or send an SMS, this also ensures that they can validate the SMS they receive, as they will know if something is sent from another number as potential spam asking for rent etc.
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agency payment account details
Can I have more than one pay Agency account details to choose?
Since I have one biz account for rental management fee and another account for Sales Commission.1 voteYou can only have one bank account for general accounting details (to pay out from Property Tree). You can have multiple customisable "accounts' set up within Property Tree that your fees are charged and collected against, so when this is paid from Property Tree to your general account you can easily see which amounts relate to rentals vs sales.
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Authenticator
When using the PT Contacts App, Stop the request to log in & Authenticator at each use. Allow it to stay log in for a sufficient period of time
1 voteThis should keep you logged in for 1 hour - please let our support team know if this is not operating correctly (and if so, what type of device you are using) and they can look into this.
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Customise the timing of the weekly email that is sent from Property Tree
We would like to receive the Weekly Email on a Friday, not a Monday - it would be great to be able to have a choice.
2 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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Bond & Deposits - be able to add PDF to Bond held
Be able to add a PDF of the bond Document from Rental Bonds Online to the Bond & Deposits section of a tenancy. Further, when adding to this, it should also add as a copy to the Documents section. This would be a much more thorough way to ensure we hold the right documents.
1 voteThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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Filter
On the dashboard when you select filter to change the filters. The filter dropdown menu doesn't cancel when you press the x or Apply you need to reload the page to remove it.
Please fix bug!1 voteCannot replicate this issue, please reach out to our support team should this occur in the future.
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MRI Message bubble
Remove the MRI Message bubble from the bottom right of screen.
Seriously why do we need this, the bottom right corner of screen now has 3 bubbles on it!!!!! a ? a message bubble for PT and now one for MRI... and they all overlap so it is hard to use any of them.
Give me back my screen realestate, on smaller devices this is intrusive and totally unnecessary!!!!.1 voteThis intercom bubble was incorrectly surfaced and has since been removed.
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For repairs, a search for summary title
For repairs, a search for summary title
1 voteThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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BPay Option for Sales Conveyancers
We have a Conveyancer who you can only send funds to prior to Settlement via BPAY. On the financial details screen you can only select Cheque or EFT as a payment method. Property Tree support told me to select cheque option and create payment in the sales trust. Our auditors will not be overly happy with this - please include BPAY as a payment option.
1 voteThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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An area where you can see your past support enquiries.
Hi, We moved across from VaultRE, and are missing the area that we could go in to view our past support tickets. Sometimes the emails with the transcripts of the chat come through, and not other times. I think that it would help reduce the amount of reoccurring chats for your team and give us something to revert back to to save getting in touch. We found it really handy, as our team could discuss if anyone else has had the same question, we could just refer back to our historic tickets. We would love it if you would consider…
1 voteThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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Maintenance/Quote Cancellations
In Maintenance under quotes requested, it would be good if you could delete or cancel a quote request if creditor advises that they don't do specific request. Or at least be able to tick a box cancelled and see it in the request area.
1 voteThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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