Settings and activity

47 results found

1. Would appreciate being able to limit users ability to change bank account details across the Agency, Creditors and Bond Authorities

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   Ready for Votes  ·  5 comments  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  01 May, 2026

2. workflow

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   0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy shared this idea  ·  11 March, 2026

3. Ability to add an Ad Hoc task to a Workflow

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   0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  11 March, 2026

4. Workflow Bar Visibility

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   Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  11 March, 2026

5. WorkFlow Audit Reporting

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   0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  18 February, 2026

6. Workflow Feedback

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   Ready for Votes  ·  17 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  18 February, 2026

7. Workflows on the Dashboard

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   Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  18 February, 2026

8. Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow

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   Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  18 February, 2026

9. Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.

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   Ready for Votes  ·  2 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Rebecca Tubridy supported this idea  ·  18 February, 2026

10. Bulk Tag Update

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    Ready for Votes  ·  1 comment  ·  Property Tree » Configuration and User Management  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  25 June, 2025

11. Change task due date in bulk

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    Ready for Votes  ·  1 comment  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  25 June, 2025

12. SMS Templates - for Ad Hoc messages

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    Ready for Votes  ·  2 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  17 May, 2025

13. ‘NO BOND’ report solely for Residential or Commercial (not combined)

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  03 February, 2025

14. Monthly bond report

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    Rebecca Tubridy supported this idea  ·  03 February, 2025

15. Cannot easliy identify tenancies that have NO BOND entered when auditing all bonds in Commercial

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    Ready for Votes  ·  3 comments  ·  Property Tree » Commercial  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  03 February, 2025

16. Automated communication - termination

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    Rebecca Tubridy shared this idea  ·  02 February, 2025

17. Add notes to owner statements

    45 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  17 January, 2025

18. Saving drafts in communications

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    Ready for Votes  ·  6 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  17 January, 2025

19. Allow Multiple Templates in Auto Comms Inspection Report: Ownership as 3 types of inspections (exits, entries and routines)

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    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  17 January, 2025

20. Remove Revoked Users OR Read Only User from Communications Assignee List

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    Assessing  ·  4 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Rebecca Tubridy supported this idea  ·  17 January, 2025