Communications

The Communications forum gives you the opportunity to have a say about what is important to your business.

Do you have a great product improvement idea about SMS, Auto Comms, Mail Merge? 

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  1. Mail merge fields for all contacts on a profile

    When creating a letter or email template, have merge fields for all contacts on the profile. Eg not only primary_contact but additional contacts incl email and phone merge fields for those contacts.

    69 votes
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    Ready for Votes  ·  6 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mail merge

    It would be great if whilst creating a mail merge letter each tenant on the lease is addressed, not just the one tenant you click the mail merge icon for.
    Whilst doing separate mail merge letters I've had to type the extra tenants into the letter.

    44 votes
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    Ready for Votes  ·  1 comment  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  3. +61 to be taken off mobile numbers when merging letters/emails

    Please can you look at taking the +61 off mobile numbers? It shows on most profiles but especially Property Managers profile - I have to edit each letter when merging as it confuses everyone! Thank you

    123 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  4. ability to amend information within templates in mail merge just before sending but not altering the orignal template

    We need to be able to alter the individual email being sent while using a mail merge template as a base email rather than having to altering the original template. We need to be able to add attachments and sometimes change some small details depending on the situation and personalise it to the tenant or owner. I do not want to have to change the mail merge template every time or make many many different slightly different templates as we also need to be able to attach items to many emails.

    313 votes
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    12 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Slautation field for merge

    We require a salutation field to be added for mail merge as the fields provided are not suitable.

    39 votes
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    2 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  6. Bond amount Merge Field to show Bond less Refund/bond claims

    Bond Merge Field is Original bond and not the increased or decreased bond held amount.

    Bond amount merge field should reflect the bond required less any refund/bond claims.

    17 votes
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    0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to add images for email merge and mail merge.

    I am sending out Christmas mail merge via email in PT, I would really like to be able to add a image(s), this would be a great marketing tool

    143 votes
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    Ready for Votes  ·  1 comment  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mail Merge Date Fields & Name Search

    It would be great if PT Mail Merge allowed you to choose a date range for bulk letters (eg. inspections) or search specific tenants names. It is very time consuming to scroll down a whole list of tenants - especially when the list bounces back up constantly. REST had Mail Merge down packed.

    18 votes
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    2 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  9. Merge field Email Contact Given Name does not work

    As discussed with support, the work order & quote requests that use "Email Contact Given Name" do not point to that field in the creditor contact area. ie work orders etc are going out as "Dear , "

    4 votes
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    0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mail merge, have a pop up 'ask' fields to add what you want, for any variables to a letter.

    When doing a mail merge letter, have a pop up 'ask' field so you can add in what you want, for any variables to a letter - ie we use it for terminations and the termination date is not in PT so that needs to be manually filled in

    11 votes
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    0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  11. Mail Merge Template Process

    Consistent feedback during classroom training that the process to create mail merge letters is cumbersome and difficult.

    4 votes
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    Feedback  ·  1 comment  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mail merge fields - 14 day letter

    We currently have to change the template EVERY time we email a 14 day letter to our tenants. We need to have a 14 day date range in a field, and also another field that said this was emailed, with today's date.

    2 votes
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    0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  13. DAY and DATE Merge Template

    Can you please add a merge template option of DAY AND DATE so the tenants will easily see their next inspection date. Thank you

    1 vote
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  14. MAIL MERGE ISSUE

    Should be able to mail merge with first name contact field even when box is ticked at Step 3 (one email per owner with multiple properties). If this box is ticked you end up with a Dear, (instead of Dear First Name).

    2 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bond Amount Merge Field

    At present the bond amount merge field only pulls through the original bond amount not the active bond amount. Ie. if bond gets logged as the wrong amount and then claimed back and re-entered the merge field when used will show the original bond not the revised bond amount.

    4 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  16. Letter Mail Merge - New Merge Field "Tenancy Name"

    It would be good if you could select a letter merge field "Tenancy Name" just like you can under the email merge. This would be a benefit if you have more than 1 tenant on the tenancy and you only want to send a letter once instead of individually to all tenants. We have our own tenancy agreements and this would be a huge benefit to us.

    12 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  17. Please consider making a "date merge field" to ensure all correspondence that goes out automatically has a date.

    Please consider making a "date merge field" to ensure all correspondence that goes out automatically has a date. Especially helpful when issuing Breach Notices as they are invalid at the moment.

    7 votes
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    0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  18. Stop emailing mail merge

    Why has it now changed to emailing the mail merge ready for download. If for any reason the email's are not working or perhaps we are working from a computer that has not account set up, we cannot obtain the download file. I want to be able to create a mail merge letter instantly, download it and print it from my computer rather than having to sit and wait for an email. Can we revert back to the way previously, or at least have a option for it?

    81 votes
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    Ready for Votes  ·  19 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  19. mail merge Breach and Termination notices

    Can we have a mail merge for Breaches and Terminations.
    Because there is a prescribed form for these notices that we need to attach to the mail merge. It would be so much quicker for the forms to pick up on the names and address , at the moment they are done individually.
    Docu sign is another reason, in the future all notices and contracts will be done by docu sign.

    13 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
  20. Mail Merge Address

    Exported contact addresses does not separate the suburb or postcode, this needs to be separate to create letters and labels. Makes it timely when doing Christmas Cards

    6 votes
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    Ready for Votes  ·  0 comments  ·  Mail Merge  ·  Flag idea as inappropriate…  ·  Admin →
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