Settings and activity

9 results found

1. Set certain document management categories to show on portal by default

   23 votes

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   Ready for Votes  ·  7 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Chloe Elliott commented  ·  16 January, 2024  ·  Edit…  ·  delete…

   Couldnt agree more! Compliance documents, by category (lease agreement, invoices, etc).
   This service is provided by Property Me, would be great to have in the MRI software!

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   Chloe Elliott commented  ·  14 June, 2023  ·  Edit…  ·  delete…

   Could there be an automated option to tick "Visible on portal" for document categories?

   Eg - Owner Invoices - Always visible on portal, Tenant Routines - Always visible on portal?

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   Chloe Elliott supported this idea  ·  14 June, 2023

2. Compliance categories - Bulk update

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   Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Chloe Elliott supported this idea  ·  14 June, 2023

3. Auto update compliance register

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   Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Chloe Elliott supported this idea  ·  14 June, 2023

4. Have the compliance register dates appear in the alerts when due for renewal

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   Ready for Votes  ·  3 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Chloe Elliott supported this idea  ·  14 June, 2023

5. New Compliance Option - No Compliance Selected

   28 votes

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   Ready for Votes  ·  2 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Chloe Elliott supported this idea  ·  14 June, 2023

6. Email files straight from document management

   32 votes

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   Ready for Votes  ·  2 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Chloe Elliott supported this idea  ·  14 June, 2023

7. Ability to live chat with owners and tenants from PropertyTree

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   Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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8. Out of office reply for portal and comms platform messages

   195 votes

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   11 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

   Hi Supporters, we're at the final stage of passing this through to our development team and want to ensure that we have the access levels correct. 

   
   

   There will be an Auto Reply option for each user, that would send the Auto Reply (when active) if an email is received into your inbox (assigned to you). Each user would have access to control their own Auto Reply.

   
   

   There would also be a Company Auto Reply option, that would send (when active) if an email is received into the Company inbox. 

   
   

   We're after feedback on who needs access to the Company Auto Reply option? Would this be something that would be set and controlled by an Administrator or Super User level only? If so, would it be beneficial for all users to still "see" what the Auto Reply is set to when it's Active? Or could the Company Auto Reply be editable by any user, if needed?

   Hi Supporters, we're at the final stage of passing this through to our development team and want to ensure that we have the access levels correct. 

   
   

   There will be an Auto Reply option for each user, that would send the Auto Reply (when active) if an email is received into your inbox (assigned to you). Each user would have access to control their own Auto Reply.

   
   

   There would also be a Company Auto Reply option, that would send (when active) if an email is received into the Company inbox. 

   
   

   We're after feedback on who needs access to the Company Auto Reply option? Would this be something that would be set and controlled by an Administrator or Super User level only? If so, would it be beneficial for all users to still "see" what the Auto Reply is set to when it's Active? Or could the Company Auto Reply be editable… more

9. Unread portal messages when opened by wrong team member

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   Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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