3 results found
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user banner to be automatically selected rather than having to select each time.
It would be great, when sending emails, that the user banner is automatically selected, and you can change to Company if you wish, rather than having to select banner each time.
2 votesOnce you select a particular banner (ie, User), then each time you send or reply to an email within Property Tree, the same banner should already be selected (unless it has been changed by you). If this is not working as it should, can you please reach out to our support team. For communications such a Automated Emails, these send out of Property Tree with a selected banner in place, so if replying to an email related to an automated email (ie, arrears, or owner statement), it will have the selected banner in place based on the template used. Most Automated Emails are set to send from the point of contact or company.
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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 voteThere 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.
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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 voteYou 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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