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  1. It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?

    5 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Mobile Apps  ·  Admin →
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    Melanie Griffiths 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?

    An error occurred while saving the comment
    Melanie Griffiths commented  · 

    I think it would be best if the compliance for creditors is separate to all other compliance

    Melanie Griffiths supported this idea  · 

  3. Bulk email owners based on compliance status

    19 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  4. Ability to add owner's compliance status to monthly ownership statement email

    28 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  5. merge fields for compliance

    35 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  6. Pinned important notes banner to appear in a different colour so can’t be missed

    15 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  7. EOFY Report - Longer than 12 month period

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Melanie Griffiths shared this idea  · 

  8. EOFY Report Layout - Owners

    5 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  9. Task/workflow management

    15 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths commented  · 

    It would be nice to be able to set up templates that you can then click in for tasks eg vacating renter check list ingoing renter checklist then beable to alert the next person in the process to complet there tasks

    Melanie Griffiths supported this idea  · 

  10. Feedback wanted: Global Search changes

    8 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Melanie Griffiths commented  · 

    I think it would be best for serach result order to be property then tenant then owner

    Melanie Griffiths supported this idea  · 

  11. assign task to 2 people

    13 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  12. Task Calendar or To Do List

    11 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  13. dashboard show tile for tasks

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  14. Archive Tasks once set to Done

    17 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  15. Ability to create Recurring Tasks

    17 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  16. Owner and Tenant Portals - Post your feedback

    46 votes

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    Ready for Votes  ·  41 comments  ·  Property Tree » Portals  ·  Admin →
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    Melanie Griffiths commented  · 

    That we can chose what can and cannot been seen and done. For us we would not want renters to change routines in the system

    Melanie Griffiths supported this idea  · 

  17. Apply a due date to maintenance requests for trades

    27 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  18. Add notes to owner statements

    39 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  19. Contact Name Display on Caller ID for Property Tree Contacts App

    23 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Mobile Apps  ·  Admin →
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    Melanie Griffiths supported this idea  · 

  20. When entering notes and pinning to profile pop up rather than just be pinned (so all staff are aware)

    98 votes

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    Ready for Votes  ·  7 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Melanie Griffiths supported this idea  · 
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