12 results found
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Selection Criteria being Case Sensitive
Unlike other search options in Greentree where it is not case sensitive (or there is an option to choose Exact to make it case sensitive), if you are applying Selection Criteria to a table on a record all options are case sensitive.
Make a change system wide so that all Selection Criteria searches are not case sensitive.
2 votesThis has been released as part of v2023.2.0
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Online Bond Lodgements
More tenants are lodging their bonds online. Would like an automatic process to create the AR Credit Note to increase the Bond Lodged on the tenancy record when creating a new tenancy.
1 voteThis has been released as part of v2023.2.0
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Workflow Desk - Query Panels not Auto Populating on Desk Load
Query Panels not auto populating with data on Desk Load. Users need to manually reload or wait for reload task.
1 voteThis has been released as part of v2023.2.0
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Incorrect Contact details displaying on Physical Asset
When moving a tenant into a property we should be using the primary contact as the contact that is stored against the property. We are currently just picking up the first contact in code order.
1 voteThis has been released as part of v2023.2.0
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New fields previousRebatedRentPerWeek/previousRebatedRentStartDate
Capture the previous weekly rebated rent (amount and start date) in the same way we have a newRebatedRentPerWeek/newRebatedRentStartDate
1 voteThis has been released as part of v2023.2.0
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Auto Population of Vacate, Transfer and Key Return Date
Process the vacate of the existing tenant including populating the vacate date, and key return date, on transfer of the tenant record. It should also be possible to define default CRM Org Tree values for the vacated tenant record. This process will be triggered at the time of Tenant Transfer Application becoming a Tenant.
0 votesThis has been released as part of v2023.2.0
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CRMLists - Bulk create communications
Create "Create Bulk Communication" button that create a communication for each Contact in CRMList.
0 votesThis has been released as part of v2023.2.0
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Lists - Set Ignore No Mail and Ignore No Call Roster Flags to False by Default
When creating a new List, default the flag setting for isIgnoreNoCallRoster and isIgnoreNoMail to false by default.
Currently, when a user creates a new List these values are True, unless the user manually unticks them. This should be reversed, where they should be False unless a user ticks them.
0 votesThis has been released as part of v2023.2.0
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New Link for AR Customer - Rent/Non-Rent
Currently, the only link is using the existing "Has Parent Account" on an AR Customer.
However, where this then causes problems is for Transferred Tenants - where both the Rent and Non-Rent Customers are moved to be children of the current Rent Account. It creates difficulty on the Rent Statements.
Solution is to create a Housing link between the Rent and Non-Rent Customers - this link wouldn't change when tenants transfer. Clients can then update their Rent Statements to utilise this link to bring in Child Accounts if they want to display full tenancy history. Or leave their Statements as…
0 votesThis has been released as part of v2023.2.0
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Receipt Import - Enhance File Processor QIF to also use Org Code / Remove case sensitivity
Enhancement to QIF File Import Type to allow clients to include Org Codes in lookup. Option is only available where File Processor is QIF.
This is unticked by default. If ticked/enabled, will use the following logic:
Check to see if match is found based on Org Code; if no match, then
Check to see if match is found based on “a Receipt Ref” UDF (not case sensitive); if no match, then
Check to see if match is found based on “a Receipt Ref 2” UDF (not case sensitive); if no match, then
Check to see if match is found based…0 votesThis has been released as part of v2023.2.0
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Relaunching Rent Review Calculation Spreadsheet Allows Modifications
f you go into a Finalised Rent Review and relaunch the Calculator, the Excel Workbook that is opened is the original calculation workbook. If you make a change to that workbook and save, it commits that change to that workbook.
0 votesThis has been released as part of v2023.2.0
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QS Statutory Report - Dwellings - Boarding Fields
Add “No of Rooms Full Capacity” and “No of Rooms Untenantable” to Dwellings Sheet on QS Statutory Report.
0 votes
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