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10 results found

  1. Add a {CurrentUser_Position} field into PT and to Mail Merge

    3 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Raf O supported this idea  · 

  2. Be Able to Globally Search all documents saved by date or type

    11 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  Admin →
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    Raf O supported this idea  · 

  3. Statements and Invoices on one pdf

    229 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Raf O supported this idea  · 

  4. duplication detection when creating new profiles or contacts

    1 vote

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    Ready for Votes  ·  0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Raf O shared this idea  · 

  5. There should be BCC option when sending emails through communication

    39 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Communications  ·  Admin →
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    Raf O supported this idea  · 

  6. The ability to attach documents or relevant emails to notes created in Property Tree

    51 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
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    Raf O supported this idea  · 

  7. Option to auto-upload documents to Owner/Tenant Portal

    49 votes

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    Ready for Votes  ·  12 comments  ·  Property Tree » Document Management  ·  Admin →
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    Raf O supported this idea  · 

  8. Reference for Sales Bank Transfer

    73 votes

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    Ready for Votes  ·  19 comments  ·  Property Tree » Sales  ·  Admin →
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    Raf O supported this idea  · 

  9. Pop up warnings for profiles

    262 votes

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    17 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We're currently finalising the details of this request with our development team with how it will work alongside Pinned Notes so you can have a persistent pop-up note when required, as well as your current flexible pinned notes throughout Property Tree. We'll let you know once it goes into Development.

    Raf O supported this idea  · 

  10. Interest on arrears

    57 votes

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    Ready for Votes  ·  11 comments  ·  Property Tree » Commercial  ·  Admin →
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    Raf O supported this idea  ·