REI intergration - Should grab the "ownership name" not the ownership contact - incorrect info populating -
REI intergration - It should grab the "ownership name" not the ownership contact name. This leads to incorrect info populating which is less than helpful
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Marlee Garwood commented
This would be a massive improvement! Same with tenancy name instead of the tenant's contact names. Currently if you have 3 tenants, only the primary tenant prefills. Presently, there really is no point in the prefilling as it's not customisable or correct. We override each section manually every single time.
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Trudy Taylor commented
When integrating from PT to REI Forms the merge fields are for the owner contact instead of the legal name (if its a business it does not show) and, if there are multiple owners it only adds one name to the document.
The merge field need to be changed to legal name not contacts.
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Rebecca Moss commented
Agree - need to ensure the ownership name is linked rather than the contacts
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Jessica Yang commented
It important to pick up the actual name of the ownership.
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Kristie Smith commented
Completely agree with this, as well as fixing the following related errors:
1. It currently only pulls over the PRIMARY contact, which is not always the Owner. Some of our owners have POA's or family as appointed primary contacts, so it incorrectly pulls their details over instead of the actual Owners
2. Only pulls the contact name i.e. Rob instead of Robert
3. Similiar with the tenants where it incorrectly pulls the main contact which may not be the tenant, i.e. Guarantor. Also pulls their preferred name instead of legal/tenancy name
4. Is there a way to allow it to pull bond and pet bond amounts separately, rather than automatically pulling the whole bond (including pet) into just the bond field? -
Fiona commented
This should also apply to FLK It Over Integration
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Bree Henning commented
This would be extremely helpful
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Chloe Brown commented
This would be extremely helpful
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Rebecca Gillan commented
This would be very helpful, reduce errors on notices etc.
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Karen Carter commented
This would be extremely helpful and help errors that can occur on notices if the full details of ownership aren't pulled and editing his missed