863 results found
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Have the ability to pin/favourite files in document management so they always appear at the top
Have the ability to pin/favourite files in document management so they always appear at the top of the list. Currently they all appear in the order they were saved, so when you have a property you've managed for a long time, the most important files can be the very first ones ever saved
5 votes -
Inspection Letters should print in date order
Print inspection letters in date order, not street address. Also have the option to only select the primary contact so that multiple copies of the letter don't print (like bulk mail merge for letters)
6 votes -
Property Report for Water Information
Have a report that shows all water information (effeciency, dates, kl etc), as well as water compliance information
6 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…4 votes -
'Point of Contact' on the Ownership Statements
The ability to select 'Point of Contact' on the Ownership Statements in Automated Communication
3 votes -
Categorize merge templates so they are easy to find when using the dropdown
We have so many mail merge templates that when we use the dropdown to select the template we have a big list of them to go through (currently in alphabetical order). Would be great to have custom categories for our mail merge templates so that all the rent arrears templates displayed together, and then all the lease templates etc.
4 votes -
Update to options for Statistics Report
Would be wonderful if we could produce a Statistics Report selected by Tag.
This would allow us more flexibility in Reporting monthly data.
Thanks.
3 votes -
Short Term Holiday Rentals
Do we have a time frame yet when Property Tree is going to be more user friendly with holiday management? ie ability to only enter tenants as prospects?
3 votesWe do have holiday booking enhancements in our roadmap for Property Tree however I am unable to provide a time frame for this. Are you currently using the prospect profiles for short term rentals? If not, you may find this knowledgebase article helpful https://propertytree.elevio.help/en/articles/92857 Thanks, Ange - Product Team
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When filtering reports or bulk merge, have the option to show those profiles that are "not" tagged for the tag you choose
When filtering reports or bulk merges, have the option for profiles that are not tagged (ie, select the tag associated but have the option to see those not tagged only)
4 votes -
Direct line details for Property Managers
To have a field for the property managers direct line contact details as well as the mobile number
4 votes -
Flagging Duplicate Invoices without having a limit as to how far back to check
Flag every time a duplicate invoice is entered without it having a limit where it only looks back two months. With large rent rolls Property Managers do not always triple check these and this allows for duplicate payments to be made. Especially when the creditor is not reconciling on a regular basis.
4 votes -
Column headings on all forms should be display on each page
Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.
3 votesUpdated and ready for votes
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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 -
Automate communication with tenants for cancelled invoices
Just as tenants are emailed invoices, there should be an automated email when cancelling said invoice so there is no need to do extra emailing for notification of the reason for cancellation.
3 votes -
Communications Centre: 'Completed' folder to display on left hand side
The completed messages in the Communications Centre is accessed through the filter icon at top. It would be great if this was moved to be sitting as 'Completed' on the left hand pane along with "My Inboxes" "Sent" and "Failed'
4 votes -
Choose contacts for the automated communications
Where we have the option to turn automated arrears notices on or off for a tenant, it would be good to select the contact (or all contacts) that this goes too. With commercial we have lots of stored contacts and don't want them receiving these notices.
4 votes -
When searching for an owner, see what properties they manage in the list
When searching for an owner you cannot see what properties they manage. Would be good to have this linked so when you search for the owner their properties also appear. When have the same owner entered more than once cannot tell which is which
4 votes -
Sale Statements- More options for info
The Sale Statement Tax Invoices are pretty basic, and there are a few things that are either not an option, or should be amended:
1- When sending a sale statement for the solicitor, it should read with the vendor name, then c/o- and the solicitor name after. Currently it only reads with the solicitor name, which I don't believe it should seeing as the agency agreement is with the property owner- not the solicitor.
2- When disbursing held funds at settlement, there should be an automatic or at least optional description field on the invoice for the vendor payment such…
3 votes -
Increase font size on batch payment reports
Hi can you please increase the size of the font on batch payment printouts. It has decreased in size since February update and is too small. Also I would prefer to have my lists printed in alphabetical order and not dollar amounts.
3 votes -
Print the Tenancy Overview Report
Tenancy Overview, option to Print. Also to have tenant contact details on the report. Ability to send to all contacts not just main contact
3 votes
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