Settings and activity

7 results found

1. Create a Mail Merge Document in a Workflow

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   Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Sharon Carter shared this idea  ·  08 December, 2025

2. Pay Ownership - Last Statement Date Column Option

   13 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  08 December, 2025

3. Filter Communications by Portfolio

   12 votes

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   Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  08 October, 2025

4. Owner Statement - I & E Graph / Payment History

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   Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  30 January, 2025

5. Compliance Register - Non-Compliant Properties & Compliance Dates

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   Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  07 November, 2024

6. merge fields for compliance

   40 votes

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   Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  02 April, 2024

7. Automated messages to be sent out to rental providers when the tenants are in arrears

   59 votes

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   Ready for Votes  ·  6 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Sharon Carter supported this idea  ·  13 March, 2024