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Property Tree: Notes, Tasks and Workflows

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When entering notes and pinning to profile pop up rather than just be pinned (so all staff are aware)

When entering notes and pinning to profile / receipts etc. a pop up appears rather than just being pinned (so all staff are aware and have to click out of the note before proceeding)

107 votes
Katie Gauntlett shared this idea  ·   ·  Report…  ·  Admin →
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  • Jessica Andreata commented  ·   ·  Report

    This is also a good tool if there are notes about a tenant or safety concerns (Eg. do not do routines alone - must have 2 staff attend, do not call tenant - only call emergency contact due to ***)

  • Gayl Smythe commented  ·   ·  Report

    A pop up box for a variety of subjects would be great. You can post in notes but unless you know about something to be aware of - you don't know to look! Rest had this option as soon as you opened a profile and it was a great inclusion.

  • Taylor Welsh commented  ·   ·  Report

    We use notes for a number of things that aren't super important but to have two separate options so we can opt for it to pop up would be nice.

  • Rochelle Rawiri commented  ·   ·  Report

    Yes Please!! We need this, with a large portfolio this would make life easier EVERY SINGLE DAY!!

  • Raeleen Starr commented  ·   ·  Report

    Would be great to have notes pop up in the tenant, property or owner file rather then just being pinned to the top of the page.

  • Shelley Quinn commented  ·   ·  Report

    This would be a helpful addition to assist with effective management.

  • Samantha Dinh commented  ·   ·  Report

    Hi team! this is a great idea and will pop up every time we go into any profiles so anything important won't be missed.

  • Carolyn Jacobs commented  ·   ·  Report

    I have not worked with a database before where there is not this type of functionality - is it already built into Property Tree?

  • Carolyn Jacobs commented  ·   ·  Report

    It would be very useful to have a pop-up message functionality separate to notes to alert us to specifics about the tenant or owner e.g. Dog at property, Tenant is nightshift worker do not call between 8am - 2pm, Owner lives interstate/overseas. Is this possible or already there and I don't know about it?