Portal documents sort order
I have an owner with multiple properties over two agencies.
He wants to be able to sort or filter his documents in the 'my documents' section.
There is no option to do this and order the current order seems be be a bit random.
Would be nice to be able to select a property and only have its supporting documents available on the screen.
Vivien Welch
shared this idea
New Owner and Tenant Portals are currently in development, including App access for both Owners and Tenants. This development includes the ability to filter documents
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Kirston Crabtree
commented
My thoughts too Deb - Very slow process
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Deb Sorensen
commented
How can we get some quicker action on this idea, I note the first request was posted 3 years ago in 2022!
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Deb Sorensen
commented
We have owners with multiple properties within multiple entities and whey they try to search for a document, eg. copy of lease, they have to search through hundreds of documents applicable to many properties & tenants. We suggest there is a filter added to the Landlord Portal so that one can refine a search by property or address or the name of a document.
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Abby Higgins
commented
We have landlords with multiple entities. When they log into the landlord portal and view documents, the documents have no information on what property it is relating to. It makes it very confusing and time consuming for them as they could have up to 50 tenancies. Even though when I upload the documents to the property, our agency knows it is for that particular property but from a landlords portal view, it is simply just a list with all of the documents but with no property information.
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Julie Alexander
commented
I've just put myself into a Landlord Portal where the owner couldn't find Routine Inspections which I had ticked for him to see. I found them but the only date heading is "Last Modified Date". We need Document Date or ability to search maybe alphabetically or for Routine or Inspection. In documents there are filters for us to search so just need them also for Landlords.
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Faith Williams
commented
100% please do this - there are SOOOO many statements! it is hard to navigate. This needs some form of sorting so we can filter what we are looking for.