132 results found
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Notes formatting
PT is very hard to read when you put a email / note in the notes section and it makes it go into a paragraph. Not easy it this is needed to be printed for some reason. Would be good for it to save as it is put in there.
6 votes -
Automate communication with tenants for cancelled invoices
Just as tenants are emailed invoices, there should be an automated email when cancelling said invoice so there is no need to do extra emailing for notification of the reason for cancellation.
5 votes -
More Filtering options for Mail Merge
When filtering for a Mail Merge there should be an option when you have the list of properties to be able to sort or further filter down to a street name or something similar then when you press send maybe have the option to check who is being sent to, that way you don't accidentally send to the wrong property.
3 votes -
Merge field for Inspection Type - Routine, Ingoing, Outgoing
Would be good to have a merge field available for inspection type, so that the auto communications for notifying or sending the report can capture what type of inspection is being scheduled or has been done.
7 votes -
Sorting Statements by Portfolio and listing manager name on statement
Sorting statements by Property Manager and putting manager name on statements
2 votes -
'Point of Contact' on the Ownership Statements
The ability to select 'Point of Contact' on the Ownership Statements in Automated Communication
4 votes -
Ability to send bulk entry notices for routine inspections
Ability to send bulk entry notices for routine inspections instead of having to create each one individually.
You should be able to select the upcoming inspections and send the entry notice to all tenants with the realworks integration.
3 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…5 votes -
New Bulk mail merge option
When creating a bulk mail merge to the ownership, an option up the top with 'filters' should be 'Scheduled Inspection'. Exactly like when you are sending a mail merge to the tenancy. My agency sends out Inspection notices out to the owners as well.
3 votes -
Direct line details for Property Managers
To have a field for the property managers direct line contact details as well as the mobile number
4 votes -
Communications Centre: 'Completed' folder to display on left hand side
The completed messages in the Communications Centre is accessed through the filter icon at top. It would be great if this was moved to be sitting as 'Completed' on the left hand pane along with "My Inboxes" "Sent" and "Failed'
4 votes -
Communication - add PM contact/contact number to maintenance templates
I would love to be able to add another PM's number to the system so that individual PM's can be contacted about the work orders they are responsible for - it's my understanding that we can only have one number in the system which seems strange???
0 votes
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