24 results found
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Text response back into GT
Ability for customers to respond to to bulk text and the response (Yes or No) to go back into GT against the list that we can then report on.
1 vote -
Creating SR from Communication
Can currently create an SR from a Communication however 2 ideas for improvement. Improvement 1 is preferred. 2 is an interim idea if 1 cannot be achieved.
1 - have the notes from the communication automatically populate into the contact notes of the SR and delete the communication.
2- have the original communication that the SR has been created from show on the related tab the same way communications raised from an SR are.
1 vote -
SPM Enhancement
- Have SPM components visible against Property in Greentree
- Link Greentree Maintenance Cycles to SPM Components
- Handle Warranty and Defect Liability Periods by drawing data from SPM and display alerts when raising PO in Greentree
- Update components in SPM following Responsive, Planned, Cyclical maintenance in Greentree
- Update cost of work back to SPM
- Handle NZ Healthy Homes Requirements
- Provide default settings in module control for SPM SR priority, service person, service team
- Be able to cancel individual lines and be able to edit on SOR tab (currently can only cancel the whole PO).
4 votes -
Ability to Inactivate Maintenance Cycles
1 - Ability to bulk select Maintenance Cycles on Generate Maintenance screen and disable them, which would set an "End Date" as 1 day before the Next Due Date against the selected Maintenance Cycles so they no longer show in Generate Maintenance.
2 - Change Maintenance Tab on Property so it defaults to show only active Maintenance Cycles. Add toggle to "show Inactive" which would then change the view to show Maintenance Cycles with an End Date in the past.2 votes -
Make Desktop Panels using Queries and Alert Collections fully navigable
Currently, records opened from desktop panels using alert collections or queries are not navigable and drag and drop attachments does not work.
Please consider making records opened from these fully navigable and allow drag and drop of attachments.
3 votes -
Central tracking/log on deleted transactions
While we currently rely on AA rules to notify deletions, having a centralised tracking system for deleted transactions would be handy and good for keeping an audit trail.
1 vote -
Enhance Email on Purchase Orders
Option 1:
Create an Email Log tab on Purchase Orders that shows log of Emails tasks of Purchase Order.
Log should contain Date, Time, User, Email To, Subject, Body. It should also allow you to view the Purchase Order Report sent, and the ability to "Resend" that will create a new log entry with Email To, Subject, Body and Report being identical to the original.Option 2 (Preferred):
Enhance the Email option so that it actually launches a Communication screen linked to the Service Request and Purchase Order (linking Comms to PO isn't currently an option so this would need…2 votes -
Change Service Request Form Status Combo Box to Search field
Change the Status field on Service Requests from being a drop down/combo box to a search field.
3 votes -
Employee updates via API
Would love the ability to make changes to JC Employees, CRMUsers and possibly GT users through the API.
This would enable us to synchronise GT with outside Systems. Or for example automate employee terminations based on outside information.
Currently this requires a lot of manual administration, and failure to do so can affect things such as Reset Property Security, or if the employee isn't terminated in a timely fashion confidentiality/privacy issues.
2 votes -
Property Tab/Button for Communications
Add a button or tab to Properties that show a list of communications (able to filter by Open/Closed) for the Current Landlord and Current Tenant. Would not show list of communications for ex-tenants/previous landlords.
2 votes -
Centrepay Receipt Import - Fails if Line Amount =>$1,000
If a PYI520 line is for =>$1,000 the import fails with the error: "A centre link pay line must be 10 columns"
The import is treating the "," contained in the amount ($1,000) as a new column.
Temporary workaround is for users to edit the CSV file in notepad and remove the ","'s from those amounts.
The amount is contained within quotation marks. If an amount is contained in quotation marks it should ignore any commas.
Example:
PYI520,SMITH JOHN,104326,"$1,057.80","$1,056.81",23-Feb-23,GCH,111111111X,$0.99,030A2933
2 votes -
Waitlist Allocations and Property Matching
Be able to match prospective tenants/applicants with available properties:
1) Needs to be program specific
2) Needs to support multiple rules based on Organisation Fields (Incl UDF and Trees), Contact Fields (Incl UDF and Trees), Property Fields (Incl UDF and Trees)
3) Rules to be able to be maintained by Clients
4) Support exceptions1 vote -
AP Release Alter Holds for Bonds - Release Up Until Date
Either enhance the AP Release Alter Holds form to allow setting a document date/payment date, or add a new Housing Process. Essentially, the user can enter a date and any AP Invoice with a document date/payment date on or before the specified date will have the Hold code released.
1 vote -
Receipt Import - Receipts to Suspense Automatically Allocating to Outstanding Invoices
Currently in if the Suspense Customer has outstanding invoices, and during Receipt Import a receipt is allocated to the Suspense Customer; the import process is automatically allocating that receipt to the outstanding Invoice.
This should not be the case for the Suspense Customer. For audit purposes, when clients move money out of the Suspense Customer to the correct Tenant by creating an Invoice, they need to allocate that invoice to the actual receipt the invoice was created for.
If a receipt import occurs prior to them being able to do that allocation, they are unable to and have to edit…
1 vote -
Receipt File Import Payment Plan Selection
When processing a receipt file import for Centrepay - you are able to select payment plans that belong to No or other types of Receipt Methods.
When processing a receipt file import for QIF, only QIF payment plans are available for selection.
Ensure that all receipt import methods allow the selection of all payment plans.
1 vote -
Have Bond AR Invoices post to a different debtor account
Allow BOND AR Invoices to post to a separate Debtor Control Account. This would then allow the defining of a Rent Debtor Control Account, Non-Rent Debtor Control Account and a Bond Debtor Control Account.
0 votes -
Automate Landlord AP Standing Invoice Handling
Be able to automate the creation and maintenance of AP Standing Invoices for landlords, including:
1) Creation of AP Standing Invoice
2) Updating Rent Amt of AP Standing Invoice
3) Deactivating AP Standing Invoice
4) Creation of Pro-Rata Amounts
5) Handling change of Landlord
6) Handling of 1 AP Standing Invoice for multiple properties
Would require amendments to CRM Asset form (possibly market rent history form) and additional CRM Team security permissions around maintaining.0 votes -
Calculate Bedroom Entitlement
Add field to CRM Organisation that shows current bedroom entitlement.
1) Needs to be program specific
2) Needs to support multiple rules based on Organisation Fields (Incl UDF and Trees), Contact Fields (Incl UDF and Trees) and Family Units
3) Rules to be able to be maintained by Clients
4) Support exceptions0 votes -
Defaults on receipt import
Create ability to default the File Type on the Receipt File Import form.
0 votes -
Generic Receipt Import - additional fields
Three additional fields on the Housing TAB of an AR Receipt to capture Received From, Property and Notes
0 votes
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