Settings and activity

9 results found

1. Identify User Data Entry

   11 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

2. Restrict who can delete files from document management

   18 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

3. Allow emails from gmail to be drag and dropped into documents

   16 votes

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   Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

4. Change of Owner, having the option able to transfer over document management and notes

   13 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

5. Owner invoices sent to owner even though not paid in PT

   18 votes

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   Ready for Votes  ·  3 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

6. Storage limits for documents

   25 votes

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   Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

7. Section to add manuals for the property

   17 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks supported this idea  ·  15 December, 2022

8. Email files straight from document management

   40 votes

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   3 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

   We're currently looking into a solution for this, to enable you to select a file(s) from document management and initiate an ad hoc email.

   Josh Brooks supported this idea  ·  15 December, 2022

9. Ability to save agency documents into financial period

   2 votes

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   Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Josh Brooks shared this idea  ·  15 December, 2022