Mail merge field for Tenancy ID
It is necessary to have the Tenancy ID as a Merge Field in the Auto Comm template for Tenancy Invoices. Currently, the Tenancy ID only displays on an Invoice if ‘Tenancy Invoices’ is ticked in the Trust Configuration (screenshot below) however, that is not an option for clients using DEFT, because they do NOT want to share their Trust details with the tenants, but they still want their Tenants to receive the Tenancy ID (e.g. also for adhoc invoices etc)
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Danielle Durkovic
commented
This is 100% a must for the tenancy invoice auto communication template!
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Melissa Pedder
commented
MRI, please create an option to include the Tenancy ID and Biller Reference on the tenant invoices but NOT the trust bank account and bsb as requested above.
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Katrina Stonehouse
commented
Automated Communications templates can be altered and you can include Recipient_ReferenceID which should pull the tenancy ID
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Marlee Garwood commented
Hi Bronwyn, we have a Mail Merge template set up to remind tenants of their tenancy ID - we use the field:
Recipient_ReferenceID -
Helen Rolfe
commented
.
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Bronwyn Herrmann
commented
Be able to Merge the Tenancy ID number into the automated arrears and Invoice templates. So it can stipulate their payment ID / reference.
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Mary -MRI Software
commented
Would love to see this merge field also for auto comms, for example, on tenancy receipts templates, arrears notices. Just to simply reinforce / remind the tenancy of their reference id for payments