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  1. when sending emails to tenants and Owners, make the cc section available to add other staff meneber

    57 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson supported this idea  · 

  2. Ownership Profile field for landlord/owner background information

    1 vote

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    0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Kate Lawson shared this idea  · 

  3. 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.

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    Kate Lawson commented  · 

    Yes please update this! Vital for managing important information.

    Kate Lawson supported this idea  · 

  4. Workflow Templates

    1 vote

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    0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Kate Lawson shared this idea  · 

  5. Automated Rent Reminders

    115 votes

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    Ready for Votes  ·  12 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson commented  · 

    Yes please. This would prevent so many 1 and 2 day overdue invoices and rent. Even if it was an option to turn on automations, it would make arrears chasing so much more proactive!

    Kate Lawson supported this idea  · 

  6. commercial receipting rules

    52 votes

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    7 comments  ·  Property Tree » Commercial  ·  Admin →
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    Kate Lawson commented  · 

    Yes. This would make a huge difference. We often need to reallocate receipts to the correct invoice. More parameters around the receipting rules for commercial tenancies would be so helpful and cause less frustration for commercial lessees.

    Kate Lawson supported this idea  · 

  7. Communication Inbox show PM name

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson shared this idea  · 

  8. Auto Communication for Invoices - before invoice is due

    8 votes

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    1 comment  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson commented  · 

    Yes please. This would be so wonderful as so many tenants advise that they forgot it was coming up for due and then get annoyed when they get an overdue notice. Please implement this as an option in automated communications.

    Kate Lawson supported this idea  · 

  9. dashboard show tile for tasks

    12 votes

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

    Yes - so important now we use tasks for workflows!!

    Kate Lawson supported this idea  · 

  10. Improve Tasks

    59 votes

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

  11. Dashboard widget for Compliance

    82 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Compliance  ·  Admin →
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    Kate Lawson supported this idea  · 

  12. Have an option to list properties in alphabetical order, or numerical order on owner statement

    66 votes

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    Ready for Votes  ·  7 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson supported this idea  · 

  13. Reply button for emails within communications tab in tenant/owner profile

    39 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson commented  · 

    This will save so much time when following up tenants and owners. To have to go via the communications platform is a very slow process. It would save time for all the team when following up or replying to emails.

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    Kate Lawson commented  · 

    This would save so much time. Please make this change. It is slow to find emails in communications under sent.

    Kate Lawson supported this idea  · 

  14. Forward Any Email Received

    16 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson supported this idea  · 

  15. Have a periodic lease button to remove from expired lease page

    161 votes

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    17 comments  ·  Property Tree » Profiles  ·  Admin →
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    Kate Lawson commented  · 

    This update is absolutely crucial for our workflow. Right now, it’s extremely difficult to distinguish between lease renewals that are due and those that have already been approved to move to periodic, which is causing unnecessary confusion and slowing down our processes.

    Could you please prioritise updating this in PT and move it up the list of scheduled improvements?

    It would also be incredibly helpful if this information could be added to the Tenancy Card, so it’s immediately visible and clear to anyone viewing the tenancy.

    Thanks so much—this change will make a significant difference to daily operations.

    Kate Lawson supported this idea  · 

  16. Owner statement frequency

    28 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson commented  · 

    Yes please!

    Kate Lawson supported this idea  · 

  17. create owner invoice for payment

    119 votes

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    Ready for Votes  ·  23 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson commented  · 

    Where is this one at in development? We invoice commercial owners for advertising regularly and need to have them pay the trust account for this before we can advertise their property. We need to be able to create an invoice to send to an owner for fees charged. Please develop this! Thank you.

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    Kate Lawson commented  · 

    This is vital for Commercial Ownerships. Especially for advertising invoices. We can only raise a charge which appears on the statement, but I would like that fee to be able to be printed as an invoice. PLEASE create this functionality like you have for fees for tenants! Thank you.

    Kate Lawson supported this idea  · 

  18. BCC over Communication Platform

    24 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson supported this idea  · 
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    Kate Lawson commented  · 

    Yes please this would make life much easier.

  19. Reply to an email and use a template

    9 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson shared this idea  · 

  20. 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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    Kate Lawson supported this idea  · 
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