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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

Share your great ideas with us via Post Idea, however, before you do - please use the search box to see if it has already been suggested. If the idea already exists you can add your vote and also include any additional comments. When adding new ideas, please explain how this idea will improve your Property Tree experience as this will greatly assist our Product Team as well as other voters.

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51 results found

  1. To be able to have the mail merge list show the tenancy name as well as recipient as it is easier to recognize the tenant name in the case of commercial tenancies, ie, the business name, not the contact person

    1 vote

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  2. See below button that would be extremely useful to include in automated comms from PT:

    CLICK HERE TO RESPOND

    1 vote

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  3. Auto populate the property address in subject line when emailing renter or rental provider via platform

    2 votes

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  4. We need to be able to tick a box to email residential renters when they get a rent credit eg sales inspection fee and for this to show in the communications tab.
    Because residential rent is not invoiced the Email Invoice box with renter email address's pre-ticked does nothing when you click Create Credit, you have to send them an ad-hoc email which is time consuming.

    2 votes

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  5. In rest we had made a Creditor called tenant where we could just go in and text to people inquiring on vacant properties this worked great , just changed the number to text.

    1 vote

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  6. Add Remove Compliance Dates to Archive requirements

    1 vote

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  7. Would be nice to be able to opt into receiving email notifications when a new idea is suggested here.

    1 vote

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    Check the "settings" section under your user Voice Profile (top right when you are in user Voice). I don't believe there is an option for all new ideas, as they go through the product team to validate prior to being marked ready for votes, but there is a monthly newsletter and other communication options that you can choose from.

  8. i want to put the automation when we receipt the rent email go to the owner that we have received the payment and it will be transferred

    1 vote

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  9. To have the option to have a second email address noted as a secondary email so an email can be sent to two owners and not all emails or just the primary email address when creating and sending a bulk mail merge.

    2 votes

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  10. A basic 'property search' in the Box & Dice mobile app . Not all contacts have had communication. Currently can only search 'Appraised, Listed, Sold. By having a basic property search this would be ideal for agents looking at farming. ie: Door knocking. As an agent walks to a door, to know the owners name is 'warmer' than not using a name. A basic in courtesy - using someones name. After all, isn't this a basic search - a property address?

    1 vote

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  11. Could we have a setting to turn off auto communication to certain owners. Currently there is only an option for all owners or none.

    1 vote

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  12. I would love an option to offer owners to "round up" their management fees or invoices for an amount to go to a pre selected charity. The agency can choose the charity its want to support - input this into Property Tree (like a creditor) and then make a donation at a chosen period - like when doing creditor payments.

    1 vote

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  13. It would be great if the communications tab could be expanded to include a record of phone calls. I know a note could be created, but all communication events should really be in the one place.

    Currently you can see all emails and text messages that have been sent but having the ability to manually add a record of a conversation would really complete this feature.

    The communications tab could then be enhanced with an option to filter by 'category'.

    2 votes

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    Closed  ·  0 comments  ·  Communications  ·  Admin →
  14. Currently automated communications can only have a point of contact or agency merge field. We want to be able to have any business role as a merge field, ie Assistant Property Manager.

    1 vote

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    0 comments  ·  Communications  ·  Admin →

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  15. When you copy someone into an email that's being sent to multiple contacts, for example three, the person who is being copied in will receive three copies of the same email instead of just one. Can you please program it to only send one copy.

    1 vote

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  16. Could there be a way to save the edited version of a Merge Letter? The letter template only is saved into Communications so no record is kept of what was actually typed and sent.

    2 votes

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  17. Portal Message Inbox: Could you please change the blue background, it is fairly hard to see the black writing.

    1 vote

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  18. Is there a way we can stop automated comms going to particular owners that don't want the comms?

    1 vote

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  19. Currently, auto-communicated inspection notices are generated for each tenant from a property creating a number of letters. Would like one letter per property created.

    1 vote

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  20. Sorting statements by Property Manager and putting manager name on statements

    2 votes

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