Settings and activity
6 results found
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24 votes
An error occurred while saving the comment An error occurred while saving the comment 
Pamela Hatwieger
commented
When a Workflow Template is still in Draft mode, it is currently not possible to edit the Profile selection. This can be problematic in cases where a mistake was made, requirements have changed, or for users who are not yet very familiar with the feature.
Additionally, the Profile selection can also not be edited after cloning a Workflow Template.
It would be very helpful to allow the Profile selection to be edited in these situations, as this would save significant time by avoiding the need to manually copy and paste each individual task into a new template.
An error occurred while saving the comment Pamela Hatwieger
commented
It would be very helpful to have the ability to send emails to Tenants regardless of which workflow ‘profile’ is set up.
Currently, when a workflow profile is configured as Property, emails can only be sent to Owners, not to Tenancies.
This is limiting because there are workflows that are tenancy-related but must be created under a Property profile. This may be because the process is more property-focused (for example, a Change of Ownership), or because the Tenancy profile does not yet exist in PT at the time the workflow is created.
However, during the course of the workflow, the Tenancy may be added to PT. At that point, it would be extremely beneficial to be able to send emails directly to the Tenancy.
Pamela Hatwieger
supported this idea
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24 votesPamela Hatwieger
supported this idea
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34 votesPamela Hatwieger
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15 votesPamela Hatwieger
supported this idea
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23 votes
An error occurred while saving the comment Pamela Hatwieger
commented
Could you please add a merge field for the Strata Plan number, so this can be added to the email that is being sent to the Strata Manager when informing of new Tenancy details. Thank you
Pamela Hatwieger
supported this idea
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24 votes
An error occurred while saving the comment Pamela Hatwieger
commented
It would be great if a Bulk Edit function could be added to the Compliance Register page, and work similarly as the Bulk Edit function works for Inspections (on the Inspection Summary).
For example, use the Compliance Register page to filter for a specific Compliance Type, Managed By, Expiry date, and then select the relevant owners / recipients and send a Bulk Email Mail Merge Template.
Pamela Hatwieger
supported this idea
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In addition to the existing option to add a link, it would be beneficial to also have the ability to attach documents (such as a PDF) to a workflow task.
Could the functionality be enhanced to allow emails to be sent directly from a task to recipients other than the owner or tenant (e.g. internal shared email inbox, outsourced team, third-party service provider etc.)?