26 results found
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Add ability to "Bulk SMS" from "Bulk Maintain Housing Service Requests" form
Add the ability to Bulk SMS from the Bulk Maintain Housing Service Requests form. This process should:
- Display an option for Communication Status
- Create a Communication record against all Service Requests selected with the Communication using the defined status and the body of the Communication being the SMS text
- Send the SMS to the Contact listed on the Service Request0 votes -
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 -
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 -
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 -
JC Sales and Activity Codes for BOND by Program
Have the posting for BOND behave differently for FFS programs. In order to do this you would need to use a different Sales Code and in turn JC Activity Code for BOND based on program (CRMSVAsset Class). This would be similar to the RENT sales code that is able to be allocated to the asset class.
Need to consider:
Tenant Create
Tenant Move
Tenant Vacate
Bond Loan
Auto Create Bond on rent increase
Pet Bond
AP Invoicing to Bond Supplier0 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
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