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Property Tree: Search, Filters and Reports

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Add a Business Role filter to anywhere there is a filter for Portfolio

Add a 'Business Role' filter to anywhere there is a filter for Portfolio.

Including Find Pages, Reporting and all Dashboards

This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.

As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.

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Jaime Fitton shared this idea  ·   ·  Report…  ·  Admin →
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  • Laura Leslie commented  ·   ·  Report

    Upvoted — this would prevent reports like Vacating Tenancies from including properties associated with a user under a different Business Role. Currently, a Property Manager’s reports include both their own portfolio and properties from other Property Managers’ portfolios where they act or acted in another capacity (E.g., BDM)