Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives invoices and receipts (accounts team)
Who receives routine inspection notices and maintenance emails (on-site tenant contacts)
This would make communication much clearer for commercial tenants and help avoid unnecessary back-and-forth.
I believe this feature would greatly improve efficiency and accuracy for agencies managing commercial properties.
Thank you for considering this feedback.
Amelia Peri
shared this idea
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Amelia Peri
commented
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives invoices and receipts (accounts team)
Who receives routine inspection notices and maintenance emails (on-site tenant contacts)
This would make communication much clearer for commercial tenants and help avoid unnecessary back-and-forth.
I believe this feature would greatly improve efficiency and accuracy for agencies managing commercial properties.
Thank you for considering this feedback.