Settings and activity
36 results found
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4 votes
An error occurred while saving the comment An error occurred while saving the comment Amy Dudley commented
Automated workflows created for Rent Reviews where it generated based on Next Rent Review Date.
Automated workflows created for when a New Tenant based on Trigger New Tenancy profile created.
Automated workflows created for vacating tenants when a Vacate is entered and have it based on a Vacate, Termination or Break of Lease.
Being able to have tasks generated when a specific task is completed but not in the Locked mode. We have multiple tasks being completed by specific team members but the tasks can all be done at one. If I leave the workflow open and not locked, it generates all the tasks. I cannot set due dates for every task, we need more flexibility BUT not make it more manual and complicated.
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54 votes
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7 votes
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13 votes
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3 votes
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36 votes
An error occurred while saving the comment 100% we need a better mobile app for agents! If you are on the road and have some downtime between inspections or want to check inbox communications you cannot do this unless you login on your mobile via the webpage and it is not user friendly.
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13 votes
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6 votes
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7 votes
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5 votes
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28 votes
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142 votes
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14 votes
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1 vote
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1 vote
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26 votes
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1 vote
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2 votes
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5 votes
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5 votes
An error occurred while saving the comment 100% AGREE! I am a LIC and have had to remove all Automatic Fees and make them manual because PT does not have the ability that you have stated above.
It is a concern when your trust account software does not support you to meet legislative requirements so you have to come up with a work around which is not efficient and leaves room for human error.
Can the workflows feed into Agora and BI reporting?