135 results found
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Sensitive notification emails to include entry of bank accounts, not just changed bank accounts
Currently Sensitive Notification emails for bank accounts are only if the details are edited, there is no email for the initial entry of details. For example, if a new creditor is created and bank account details are entered upon this initial set up, there is no Sensitive email.
3 votes -
Have an option to send ownership statements directly to an owners Xero/MYOB system
Have an option to send ownership statements directly to an owners Xero/MYOB system
2 votes -
email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
14 votes -
Disclosure Statement mail merge field
Ability to have disclosure statements as a mail merge field
8 votes -
Email window is too small when replying and forwarding within the Communication Platform
I think the window for the email is very small and if you are writing a long email, you can't see the whole thing - why is it limited to a third of screen?
1 vote -
lease review dates
Add Lease review dates ( same as Rent review)
21 votes -
Ability to bulk close emails in communications.
Rather than having to go into each individual communication it would be good to be able to bulk complete.
1 vote -
Communications Platform - restrict access to specific inboxes for specific users
Need a way to restrict a user from being able to see/access the “All Inboxes” option in Communications. I know how to make this visible or non visible for a user but not if we can stop someone from being able to access altogether.
1 vote -
Show which contacts want to receive Communications
Can you please have a tick box on the profile pages for owners and tenants to show at a quick glance that all tenants or all owners wish to be contacted for all communications. Not all communications are done through property tree so this would be very helpful.
1 vote -
Add PM email as an option to be cc'd into a mail merge email
Add PM email as an option to be cc'd into a mail merge email.
As an admin person, I send all rent reviews and any other letters on behalf of PM's.
It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.
9 votes -
Allow Automated communications trigger off vacate date & add merge fields
Add Automated Communications Trigger for X Days to Vacate Date.
The current system allows you to send automated communications X days from the lease end date. However if a vacate date is entered for the tenant this blocks the communications from going out. We would like to send reminders to tenants that their lease end date is x days away as well as advise them of the rent owed to vacate. As such, we request to have the option to send automated communications based on vacate date or for the vacate date to not prevent communications triggered by the lease…97 votes -
Create Task at time of ad hoc email
It would be most efficient if we could set a task to follow up on something at the same time as an email. The task could then be attached to the email so you could easily open the email at the time you are completing the task
3 votes -
Email, Message or SMS failure alert/pop up
Notify users when any emails, messages or SMS fail rather than having to go and check a list. Perhaps an alert at the top of the page which then produces a list of what needs to be checked. The impact of missing this information is huge, particularly with compliance.
305 votesUpdate: Additional fields have been added to the ‘Status’ drop-down under Communications History to give you more details on email delivery status, this is available to you now. We are continuing to investigate other areas to better notify you of any sending failures.
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Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
55 votesWe're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
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Automated communication - add more merge field
Please add merge field "Tenancy Rent period" & "Rent Increase date" for Lease Expiry Tenancy & Ownership. This merge field is required when we send an automated lease renewal and rent increase email to tenants and ownership.
1 vote -
Automated Communications for tenant invoice reminders
Have an option to be able to set Automated Communications to remind tenants that their invoice is due soon. Ie, 3 days before, an email is triggered
12 votes -
Would like to have an automated welcome email sent to new ownerships once new profile is added to PT.
Would like to have an automated welcome email sent to new ownership's once new profile is added to PT. We should be able to create a custom template letter.
18 votes -
Add merge field without template
Could the option to select a merge field while typing an ad-hoc email be added, without the need to select a template? We lease a few homes to one single company and it would be very beneficial to have the Property Address merge field so we can add it to the subject line or in the body of text. Thank you.
4 votes -
Unlocking All Merge Fields
It would be great to see, Property Tree make all data fields availaible in Property Tree as merge fields in auto communications and e-mail/letter merge fields. Example being having the ability to show "Paid From" "Paid To" "Inhand Credit" "Effective Paid To" in the body of the auto receipt e-mail.
Reasoning behind this is the tenants in QLD are shown an Effective date on their receipt that includes the In hand credit however this is not explained on the receipt and tenants get confused by this.
Also having the ability to have all merge fields available in every document/Letter/E-mail would…
9 votes -
Labels for phone numbers
Currently, when you're adding a phone number to a contact (tenant or owner) you can assign it a label of (Fax, Mobile, Home, Work). Some of our contacts have multiple numbers that need to be distinguished with more than that.
It would be nice to have this as a custom field - for example "Emergency" or "After-hours".
2 votes
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