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13 results found

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

    62 votes

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    Ready for Votes  ·  10 comments  ·  Property Tree » Integrations  ·  Admin →
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    Trudy Taylor commented  · 

    When integrating from PT to REI Forms the merge fields are for the owner contact instead of the legal name (if its a business it does not show) and, if there are multiple owners it only adds one name to the document.

    The merge field need to be changed to legal name not contacts.

    Trudy Taylor supported this idea  · 

  2. solicitors/conveyances details

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  3. Stage of Sale

    9 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  4. Ability to archive a sale property if it has been withdrawn

    2 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor commented  · 

    If there are no transactions on the property you can just delete it from the system (of course keep all your signed documents)

  5. An option on Rental properties to generate a Sale.

    11 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  6. Additional Mail Merge Options On Sales Letters

    14 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  7. Additional Sales Merge Fields

    27 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor commented  · 

    I do not understand why there are no merge fields for solcitors/conveyancers. If we are adding the data there shouls be an automatice field created so we can add it to a sales advice.

  8. Ability to preview the Sales Statement and add other email addresses (not just agency)

    7 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  9. Dashboard to include Sales properties

    15 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  10. Reporting Sales Agent Commissions

    4 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  11. Communication Tab on Sales Profile

    15 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  12. Sale anniversary

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  · 

  13. I would like to be able to create a list of all sales in a date range and listed in chronological order.

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Sales  ·  Admin →
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    Trudy Taylor supported this idea  ·