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

    5 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 Register for Contractor Insurance

    125 votes

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

    Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -


    1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?


    2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent? 


    Any other notifications or areas that should be considered when we look to implement creditor compliance?

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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