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Settings and activity

41 results found

  1. You can only add one compliance certificate against a creditor. It would be good to be able to add mutiple for their different insurances.

    1 vote

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    0 comments  ·  Property Tree » Compliance  ·  Admin →
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    Shannon Clayton shared this idea  · 

  2. Expand Sales Automated Communication to send anniversary email 1 year after settlement

    1 vote

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    0 comments  ·  Property Tree » Communications  ·  Admin →
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    Shannon Clayton shared this idea  · 

  3. Automated Communications for Sales Statement

    28 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Sales  ·  Admin →
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    Shannon Clayton supported this idea  · 

  4. Put approved/preferred contractors on to the tenants shell that then shows on their app with contact cards, etc.

    2 votes

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    0 comments  ·  Property Tree » Portals  ·  Admin →
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    Shannon Clayton shared this idea  · 

  5. Ability to move a note from property to tenant or landlord, etc.

    1 vote

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    0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Shannon Clayton shared this idea  · 

  6. Enable notes to be attached to Tenant + Property + Landlord

    7 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Shannon Clayton supported this idea  · 

  7. Note for water charging connected to the tenancy that pops up when you are putting in the invoice on invoice automate

    1 vote

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    0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Shannon Clayton shared this idea  · 

  8. Be able to change the document type on a document added by attaching to a task/workflow

    1 vote

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    0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Shannon Clayton shared this idea  · 

  9. Allow cash receipting to automatically round to the nearest $0.05

    2 votes

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    0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Shannon Clayton shared this idea  · 

  10. When inviting tenants to tenant portal, it would be good if that list only showed the contacts marked as tenant or landlord

    1 vote

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    1 comment  ·  Property Tree » Mobile Apps  ·  Admin →
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    Shannon Clayton commented  · 

    Emergency contacts in general need to be less likely to receive any communication in general, a button to block all communication on their contact would be good since they are only there for an emergency.

    Shannon Clayton shared this idea  · 

  11. Schedule correspondence/emails/messages to send at a later time/date

    3 votes

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    0 comments  ·  Property Tree » Communications  ·  Admin →
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    Shannon Clayton shared this idea  · 

  12. Add further columns in the Find Property Management Profile search page

    2 votes

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    0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Shannon Clayton shared this idea  · 

  13. Show the next task due date in the workflow overview grid

    3 votes

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    0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Shannon Clayton shared this idea  · 

  14. send bulk email without needing mail merge template

    4 votes

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    0 comments  ·  Property Tree » Communications  ·  Admin →
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    Shannon Clayton shared this idea  · 

  15. The ability to email creditors using mail merge templates for updates on maintenance

    7 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Communications  ·  Admin →
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    Shannon Clayton supported this idea  · 

  16. CREDITOR INFORMATION ADDED TO MAIL MERGE FIELDS

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
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    Shannon Clayton supported this idea  · 

  17. Flag if a creditor or ABN is being entered twice

    2 votes

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    0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Shannon Clayton shared this idea  · 

  18. on the Find Creditor Search list view see tags

    2 votes

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    0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Shannon Clayton shared this idea  · 

  19. Have a due date on bond increases (e.g. for rent increases written into a 2 year lease) and dont show on receipting or due until that date

    2 votes

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    0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Shannon Clayton shared this idea  · 

  20. on the Pay Bond & Deposit Authorities screan show bond number

    2 votes

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    0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Shannon Clayton shared this idea  · 
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