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Ability to send comms from Business Role

Currently you can only send automated comms from a User, Point of Contact or Company. However when you have 2x people working on one property, various comms should be sent from either user.
There should be an ability in PT to send from business role in the agency.

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Fiona shared this idea  ·   ·  Report…  ·  Admin →
Released  ·  AdminAngela Sutton (Admin, MRI Software) responded  · 

We're pleased to advise you can now configure both Automated Communications and Mail Merge templates to send from a business role. Business Roles can also be used to populate point of contact merge fields so you can ensure all communications are sent and/or signed off from the right person.

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  • Alexander Caccetta commented  ·   ·  Report

    This would be extremely useful for time management and no double handling.

  • Jacob Cassim commented  ·   ·  Report

    Would HIGHLY recommend it. Time is lost when a senior PM needs to take time out of their busy day to delegate emails to the property officer for routine inspections, arrears, etc.
    Emails can get actioned faster if they come directly to the PO.

  • Melanie Stoneman commented  ·   ·  Report

    Extremely important. I'm forever having to delegate these emails to my colleague so he can assist especially with routine inspections under his name.

  • Melody Melody commented  ·   ·  Report

    This really needs to be at the top of the list especially for those who are in POD systems please. thanks

  • Maria Carlino commented  ·   ·  Report

    This make so much sense when you are operating in medium to large PODs/ supported team.

  • Rebecca Tubridy commented  ·   ·  Report

    We would like the ability to send automated communication from different team members working within a portfolio. For instance, we have a few super PODs / Portfolios where the Senior PM liaises with the owners and the PM deals with the tenants so ideally the arrears and routine inspections should come from the PM not the SPM. Surely this is a common issue - would be great to have some flexibility here.

  • Fiona Binev commented  ·   ·  Report

    Currently automated comms can just be sent from 'Point of Contact' or 'Company'. We would like option to have comms sent from a particular person, rather than the PM.

    As sometimes you have a Senior PM & PM allocated to one property, and automated comms should come from PM, rather than Senior PM (who is listed as PM on PT)