965 results found
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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 -
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 -
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 -
Only Account Holder Receives Alert for overdue Property Tree Subscription Invoice
It is ridiculous that every employee receives the big red alert on their login to alert them that the account is overdue. I just had an employee quit for fear that our business is going under, when we just needed to update our bank details! Only the account holder should receive the notification that the payment was unsuccessful and an option to re-run the payment
0 votes -
Communication - add PM contact/contact number to maintenance templates
I would love to be able to add another PM's number to the system so that individual PM's can be contacted about the work orders they are responsible for - it's my understanding that we can only have one number in the system which seems strange???
0 votes
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