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Settings and activity

26 results found

  1. Auto creation of Tasks once lease vacation & renewal occurs

    3 votes
    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Fiona shared this idea  · 

  2. Save email to creditor against property profile

    2 votes
    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  Admin →
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    Fiona shared this idea  · 

  3. Ability to clone Property Tree accounts

    2 votes
    Ready for Votes  ·  0 comments  ·  Property Tree » Integrations  ·  Admin →
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    Fiona shared this idea  · 

  4. Remove Authentication required for adding ownership & creditor profiles

    63 votes
    Ready for Votes  ·  4 comments  ·  Property Tree » Integrations  ·  Admin →
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    Fiona supported this idea  · 

  5. Ability to filter owner automatic communications for routine inspections

    24 votes
    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Fiona supported this idea  · 

  6. Ability to send comms from Business Role

    19 votes
    Ready for Votes  ·  8 comments  ·  Property Tree » Communications  ·  Admin →
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    Fiona shared this idea  · 

  7. When emailing anywhere in PropertyTree, be able to copy or bcc in any contact linked to that profile or company contact

    12 votes
    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  Admin →
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    Fiona supported this idea  · 

  8. Ability to split unknown funds across multiples tenancies/properties

    5 votes
    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Fiona shared this idea  · 

  9. Have owners name/invoice details in the work order (not just the email)

    22 votes
    Ready for Votes  ·  2 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Fiona supported this idea  · 

  10. Option to include Owners and tenants when sending work orders/quote requests

    51 votes
    Ready for Votes  ·  10 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Fiona commented  · 

    And to have this correspondence include the contractors details so they can speak with them direct if required.

    Fiona supported this idea  · 

  11. Automatic Communication (copy agent in)

    9 votes
    Ready for Votes  ·  2 comments  ·  Property Tree » Communications  ·  Admin →
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    Fiona commented  · 

    Would be great to copy the property manager into an email when any automation communication goes out. E.g Lease Renewal’s being sent to the owner inspection reminders being sent to tenants etc.

    Fiona supported this idea  · 

  12. Have the property managers name as a column in reports

    18 votes
    Ready for Votes  ·  4 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Fiona supported this idea  · 
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    Fiona commented  · 

    That way you don’t have to guess whose property it is or run a report by portfolio to find this information.

  13. REI intergration - Should grab the "ownership name" not the ownership contact - incorrect info populating -

    65 votes
    Ready for Votes  ·  11 comments  ·  Property Tree » Integrations  ·  Admin →
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    Fiona commented  · 

    This should also apply to FLK It Over Integration

    Fiona supported this idea  · 

  14. Having a status on the tenant and landlord end that's says the email has been read

    7 votes
    1 comment  ·  Property Tree » Sales  ·  Admin →
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    Fiona commented  · 

    Rather than just in the communication history

    Fiona supported this idea  · 

  15. Water Usage Meter Readings

    117 votes
    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Fiona supported this idea  · 

  16. Pinned notes for invoice genius

    93 votes
    3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Fiona commented  · 

    For example: invoice to be paid from two properties – including tenancy invoicing notes e.g., 50% council rates charged as outgoings to tenant.

    Fiona supported this idea  · 

  17. Add more than 100 invoices into invoice genius

    6 votes
    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Fiona shared this idea  · 

  18. Ability to archive notes

    20 votes
    Ready for Votes  ·  7 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Fiona supported this idea  · 

  19. Bpay details on invoice

    16 votes
    Ready for Votes  ·  4 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Fiona supported this idea  · 

  20. Have commercial invoices attached as PDF, not a link

    215 votes
    20 comments  ·  Property Tree » Commercial  ·  Admin →
    How important is this to you?
    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    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.

    Fiona supported this idea  · 
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