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  1. Adding a follow up date back to the notes section.

    8 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Kirstin Brown commented  · 

    Please put the reminders back into notes as well as tasks. We have 100's of reminders for different things in notes and no way of transferring them across

    Kirstin Brown supported this idea  · 

  2. Compliance tab on Creditor Profile

    238 votes

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    30 comments  ·  Property Tree » Profiles  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Thank you for all your feedback on what type of items you'd like to track against Creditor Compliance. We're pleased to advise that we are currently finalising details with our development team on this feature and we'll let you know when development starts.

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    Kirstin Brown commented  · 

    I have set up Contractor Insurances under Compliance Register so it can send alerts and you can run reports