Settings and activity
17 results found
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21 votesMelanie Jacobs supported this idea ·
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69 votesMelanie Jacobs supported this idea ·
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204 votesMelanie Jacobs supported this idea ·
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127 votesMelanie Jacobs supported this idea ·
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208 votes
We're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
Melanie Jacobs supported this idea · -
7 votes
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15 votesMelanie Jacobs supported this idea ·
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27 votesMelanie Jacobs supported this idea ·
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37 votesMelanie Jacobs supported this idea ·
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21 votesMelanie Jacobs supported this idea ·
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44 votesMelanie Jacobs supported this idea ·
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24 votesMelanie Jacobs supported this idea ·
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18 votesMelanie Jacobs supported this idea ·
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60 votesMelanie Jacobs supported this idea ·
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30 votesMelanie Jacobs supported this idea ·
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125 votes
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 Jacobs commentedI'd like a dedicated compliance tab within creditors, you can enter and upload insurance details and set a date for renewals. have this then link to work orders so that you can not send a work order to a contractor with out of date insurance. Also set it up to automatically email trades to ask for updated insurance.
Melanie Jacobs supported this idea · -
16 votesMelanie Jacobs supported this idea ·
The sqm can be recorded on the property tab under details