122 results found
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Ability to filter owner automatic communications for routine inspections
At the moment we can only turn on or off automatic communications to all owners. There is no option to have it only for select owners.
We only have a handful of owners wanting to be invited to routine inspections and having the ability to turn on the automatic communications just for those owners would be ideal and save a long and tedious manual process of filtering the database to find those owners then send them an email.
26 votes -
Option to edit PDF work orders.
Create an option to edit the PDF work orders within configuaration settings. Currently you can edit the email template for creditors, however there is no option to edit the PDF version that is attached to the email.
Currently we have a discrepency between work order email and work order PDF, PDF does not state billing details and we have had problems with invoices being addressed incorrectly due to this as some contractors go off of the PDF instead of email.
50 votes -
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 -
lease review dates
Add Lease review dates ( same as Rent review)
24 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 -
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.
14 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 -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
4 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
4 votes -
Add CC option when sending email using mail merge
Can you add an option to include CC when sending emails via Mail Merge in Property Tree?
4 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…105 votes -
Automated Communication new tenants
We want to send a welcome letter to new tenants. Would be great to have a lease-start trigger for auto communication with tenants.
13 votes -
Communication platform unread emails
Is there a way that the communication screen can be expanded so that property managers can see all emails outstanding (instead of the 8/9 shown) and is there a way to flag the ones that have actually been read? Failing that, is there a report that can be compiled showing emails still outstanding so that emails can be 'tidied' up regularly?
3 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…
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.
20 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 -
Automated Lease Expiry/ Lease Renewal message to owners and tenants about specific recommendations on upcoming renewals.
Hey Team!
It would be handy to customise lease expiries/ lease renewals communications on specific tenancies, such as a "task" orientated set up specific for lease expires/ lease renewals on individual properties.
Basically what I want to do, would be to customise an email to an owner recommending an increase amount and renewal for 12 months, however rather then creating our own email and sending it every month in advance to every owner, it would automatically be sent on a specific date that we set.2 votes -
Show portal communications under the tenant/ owner tab in Property Tree
At the moment the portal communications are only accessible via the envelope tab. It would be very helpful to have the comms saved in several locations in Property Tree, i.e. under the tenant/ owner tab
20 votes
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