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Property Tree

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2 results found

  1. Have the option of verification access codes either sms or emailed.

    Have the option of verification access codes either sms or emailed. have sms only is causing an issue when I don't have my work phone with me.

    1 vote

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    0 comments  ·  Configuration and User Management  ·  Admin →
    Existing Feature  ·  AdminAngela Sutton (Admin, MRI Software) responded

    There are a few different options you can configure for your Property Tree access - Okta Push, Google Authenticator and Biometrics (fingerprint/face recognition). The reason this is not done via email is due to email being the password reset option - if you experienced an email security breach and someone was able to reset your password, they'd be able to use your second authentication method also.

  2. Export portfolio managers owners contacts

    Could we please have an option to export owners contact details into a CSV file for a property managers portfolio, rather than the only option of exporting the full rent roll?

    1 vote

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    0 comments  ·  Configuration and User Management  ·  Admin →
    Existing Feature  ·  AdminAngela Sutton (Admin, MRI Software) responded

    You can setup custom reports under Business Insights using the Contacts & Profiles tab. Here you can save a report (ie, Owner contacts) and then export it as often as you like. Here is a link to the knowledgebase article https://propertytree.elevio.help/en/articles/93158 there was also a webinar on this which you can find in the Training Academy https://mrisoftware-apac.skilljar.com/contacts-profiles-reporting-in-business-insights-webinar-tuesday-aug-29th-at-1230-pm-to-0100-pm-aest

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