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Property Tree

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82 results found

  1. Pop ups if current profile is going to be affected by this action

    Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.

    4 votes

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    Ready for Votes  ·  1 comment  ·  Profiles  ·  Admin →
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  2. Change of ownership - insurance details transfer to new owner

    During a change of ownership, the vendors insurance information transfers to the new ownership and should not. Insurance policies relate to the owners not property.

    4 votes

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    Ready for Votes  ·  0 comments  ·  Profiles  ·  Admin →
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