13 results found
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Delivery Status on Communications
It would be great if we could see if someone opened an email out of PT.
5 votes -
The option to email a profile directly from the selected tab or tenancy card.
It would be super convenient to be able to send an email to tenant from the 3 dots in the tenancy card and landlords from the ownership card. A "send email" would be ideal.
Currently the option is available to send a Portal message which we don't use.
1 voteIn the tenancy/owner card, if there is a valid email entered against the primary contact you will see an email icon (at the bottom of the card, where the name/phone number appear) and if you select this it will open the email screen for you to select more contacts/change the contact etc.
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outlook
Ability to have emails sent through property tree have our own email address. So if they do not hit reply and copy and paste the address that it will still send to the person sending it. If they reply to the address where it comes from being proeprtytree@propertytree.com.au - it does not send anywhere as it is an unknown address.
3 votesHi Stacey, thanks for your feedback - you can have domain branded emails setup for your database now (where emails sent from Property Tree will send using your domain rather than @propertytree.com), please refer to this knowledgebase article for more information on this https://propertytree.elevio.help/en/articles/93250. However, just to confirm the current process - when a contact hits reply to a propertytree@propertytree.com email they receive from you, it will have your reply address entered automatically, whether this is to external (outlook) or to the Property Tree Communications Platform (the email address you configure for this), it will never have the reply to email as the Property Tree email. If a contact emails propertytree@propertytree.com as a standalone email address (where reply has not been used), they will receive a bounce back advising to contact their agent directly as that address is not monitored. I hope this has been useful information, if you'd like…
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Ability to turn off property tree emails
Would like the ability to turn off the property tree emails so tenants/owners can't reply to communications.
We would prefer to have all our email communication go through our in office email platform rather than propertytree.1 voteTo deactivate emails from coming into your Property Tree inbox, please refer to the knowledgebase article here https://propertytree.elevio.help/en/articles/93114-communications-platform-configuration#deactivate or contact the support team for assistance
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Automatic routine inspection emails to rental provider/s
Propertytree to send an automated email to rental provider/s 7 days prior to routine inspection without having to send it manually.
2 votesYou can configure Automated Communications for Inspections - please refer to the help file here: https://propertytree.elevio.help/en/articles/93066
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Mail merge to combine mulitple owners and renters into one email rathe then sending individual email to each. Esp when editing the email.
Mail merge to combine mulitple owners and renters into one email rathe then sending individual email to each. Esp when editing the email.
2 votesThere is an option within the Owner and Tenant profile to Mail Merge Multiple (by the contacts list in the profile, under the blue Actions drop down), this steps you through selecting a template, you can edit the template at that time, and then go through the steps to send this to all of the contacts in that profile.
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Spell check
Spell check for communications
1 voteSpelling errors are underlined in ad hoc communications, communication platform emails and sms, these can be corrected by right-clicking on the underlined word to see the suggested corrections
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Contact numbers
Hello Team
I use PT from my smartphone.
when i need to call a contact, i have to go into the contact and copy the number and paste to make a call.
Is there a way that we can make a call straight from the contact instead of copying and pasting. (same as if i was calling someone from google)
Can you guys look into that.
Kind Regards
Abdul Moussalli2 votesThe PT Contacts App allows you to find your profiles and select the number to call / email address etc and it will initial this from the app
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Communication Platform Replies - Adhoc
When receiving replies for statement/receipts into the comms platform, it changes thread to ad-hoc communication. Which does not make sense.
1 voteIf any adhoc email is sent, the reply is labelled as adhoc. Statements and Receipts are labelled accordingly and not changed when replies are received
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Filter Inbox messages by Person
To have the ability to filter All inbox messages by User. When someone is away, it is easy to see just their messages. And from a managment perspective, it would make it much easier to see where each of the team is at with their messages. Currently we can only see "All", "Assigned to me" or "Company".
5 votesYou can filter by assignee in the communication platform - under All Inboxes, use the filter icon to see the Assignee filter. This does not appear under Assigned to Me or Company as those inboxes are already assigned.
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The new communications section can that please filter into the communications tab for owner or tenant
The new communications section can that please filter into the communications tab for owner or tenant
1 voteEmails that are sent and received save against the profile they are linked to (in the communication platform, within the email, it will show the profile it is linked to). If it's a conversation trail, then in the communication tab against the profile you can click on the saved communication and it will bring up the list of back and forth emails
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direct link from iphone website to call contact directly?
Hi, can you advise please of how on an iphone when i click the tenants details can I call directly as able to via REST mobile? I had to get a pen, write it down then call the tenant as can't copy/paste to call? thanks in advance
1 voteBy downloading the Property Tree Contacts App, you can easily communicate with your tenants by SMS, Email or Call (by selecting the contact details in the app).
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Owners Name to appear on Creditors Work Order
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.1 voteCurrently you can add the instructions for the creditor to invoice the owners name on the work order auto communications template (add your instructions and use the merge field for ownership name). If you are unsure where to find this, please pop a ticket through to our support team and they will be able to assist. Thanks, Ange - Product Team
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