8 results found
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tenant funds
Ability to allocate held funds from the Tenancy Funds Summary page to more than one tenancy at a time. Either the option to return to the tenancy funds summary page or tick boxes so you can select all tenants you wish to allocate held funds in one go. At the moment you have to keep going back and reloading the summary page. Would be great for those who hold funds for holiday accommodation.
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Ability to clone Property Tree accounts
When setting up a new PT account, there should be an option allowing the agency to clone all templates in their original PT account, i.e. logos, letters, notices, tasks, categories & business roles.
This would greatly help if the agency is expanding into new PT accounts using their current trading name.2 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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create a merge field to set as a future date for merge templates - Form 1B - Termination form
Create a merge field to set a future date for merge templates - example - Form 1B - Termination form - you need to set a future date in this form
2 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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Sync correct tenants to breach notice WA in REIForms
When you click to integrate a Breach Notice in REI Forms it is only putting the primary tenant not all tenants in the field also it doesn't inset the arrears amount in. it should pull that information as well.
2 votesUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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Integrate with 3rd party suppliers such as cube online for Reviews
Intergrate with 3rd party suppliers such as cube online. So that automatic review requests can be sent within the software at specific target prompts- ie new leases, tenant is sent an email or sms with a link asking for a review for the agency
2 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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RealWorks / REI Forms Enhancements
I have been using the Property Tree / RealWorks Integration a lot of late. There are a few things that have been missed though. I have sent a spreadsheet but have been told to put it here.
Add a contact which is a business name. Maybe add fields for this, eg ABN
Adding a new contact worked but it also inserted the next contact.Add; Lot and Plan and Local Council fields to PT and bring over to RW
Land sold as - Freehold - Leasehold. Add two Options.
Send land area to "Area" field in Contract - text field
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2 votesUnfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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API with Zapier so we can integrate with some other programs
Zapier allows integration of many different programs so it would be an awesome help to us if property tree was connected to Zapier.
0 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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Import data from 1Form
I notice that 1Form has the ability to export application and associated new tenant information/documents - it would be great to link this with Property Tree to enter the new tenant information directly from their application.
0 votesThank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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