Separation of properties in portal
Clients with more than one property are unable to view graphs and details for each property individually.
Only work around is to have separate email addresses for each property with different portal log ins
Stella Grieve
shared this idea
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Amanda Griffin
commented
Yes - and you should be able to amend bank details per property - not per owner so if they have 10 houses all the information can be amended individually without affecting the other. Got caught on one multi owner where 1 property had a change of payment details and we were not aware it changed the other property payment details - what a nightmare, we had to create the owner 3 times so they could have different payment details!
Also each property should have its own individual statement not all included on one statement / report with a separation of properties in one place - you should have an option to have individual and collated information for multi property owners.
Lost a multi property management as the owner absolutely hated the statements and portal for Property Tree!!! Ughhh