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How can we improve Property Tree?

'When entering notes and pinning to profile pop up rather than just be pinned (so all staff are aware)' has been merged into this idea

Property Tree: Configuration and User Management

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Pop up warnings for profiles

Adding the ability to create a pop up notification when you open a ownership, property or tenancy profile. Making it easier for users rather than having to search through notes for important info such as preferred tradesman and other important info that normally gets missed.

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Eleanor shared this idea  ·   ·  Report…  ·  Admin →
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  • Xenia Wijayanto commented  ·   ·  Report

    definitely please! A setting we can assign to some notes. e.g. some Owners have preferred contractors, We won't know this until we actually create the maintenance. Or, we have to ceremoniously checked the notes we pinned before doint this. not very effective.

  • Kylie Hennig commented  ·   ·  Report

    To have a "Sticky Notes" option to flag a certain important note about a profile.

    We would love to see sticky notes added to the profile. I know we have pinned notes, however these aren't bold enough to grab attention and can be easily missed. Perhaps if the pinned notes were in different colours for different categories? It would also be handy not to have to open the note which is why the sticky note would be handy as an alert as soon as you open the profile.

  • 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 or have the pinned section in a different colour.

  • 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.

  • Katie Gauntlett commented  ·   ·  Report

    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)

  • 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?