AdminCustomer Insights & Improvements (Insights Team, PropertyTree)

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  1. 4 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Helen,
    If you look at the tenancy ledger it shows for withheld funds the date it was received and the date entered, you are correct it doesn't show up in the tenants funds summary but it does in the ledger, ensure you open the tenancy ledger for the history of the tenancy not just the current period

    Thanks Insights Team

  2. 10 votes
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    READY FOR VOTES  ·  1 comment  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Katherine,
    If you use Tags this will not show up on the tribunal, owner or tenants view, does this solve you problem?

    Thanks Insights Team

  3. 1 vote
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    1 comment  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Danny,
    Can you please help us to understand why you would want to do this so we can have a better understanding of the problem you are trying to solve.

    Thanks Insights Team

  4. 1 vote
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    2 comments  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Andrew,
    can you please explain what is not working on Android?
    Thanks Insights Team

  5. 36 votes
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    READY FOR VOTES  ·  8 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    2 comments  ·  Sales  ·  Flag idea as inappropriate…  ·  Admin →

    HI Olivia and supporters,
    Can you please provide more detail on what the suggestion is you are asking for. Detail of what you would like the new feature to enable you to do or is this an enhancement of an existing feature?
    Thanks Insights Team

  7. 1 vote
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    2 comments  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Michael,
    Can you provide more detail on the improvement you are suggesting?

    Thanks Insights Team

  8. 5 votes
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    1 comment  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Kerrie,
    thanks i Have added your feedback to a suggestion int he customer forum

    Thanks Insights Team

  9. 3 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Updated customer forum to include 3 votes from consultants

    Thanks Insights Team

    Hi Kerrie,
    thanks for your suggestion, This is a current suggestion in the customer forum that I will add to that you also support.

    Thanks insights Team

  10. 64 votes
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    6 comments  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks Jen, I have added this to the same suggestion it he Customer Forum

  11. 5 votes
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    1 comment  ·  Creditor Invoicing  ·  Flag idea as inappropriate…  ·  Admin →

    Hi
    Can you please give more detail on this suggestion.
    Where are you asking that a pop up note be and what special requests are you referring to
    Thanks Insights Team

  12. 8 votes
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    1 comment  ·  Owner & Tenant Portals  ·  Flag idea as inappropriate…  ·  Admin →

    Hi
    If there is an issue with tenants/owners changing their login details to the portal and have to be reinvited – then please contact support as this may be a defect that can be easily fixed.
    As for the suggestion we will open up for votes and comments.
    Thanks Insights Team

  13. 164 votes
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    READY FOR VOTES  ·  9 comments  ·  Communications » Auto Communications  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Khayla,

    There is an existing suggestion similar to yours in our forum and we have merged your suggestion into it. If you don't think the changes match your original intent, please let us know

    Thanks Insights Team

  14. 4 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Vemerka,
    Can you please provide more detail as when you archive properties & tenants the criteria stipulates that you cancel any outstanding invoices.
    Thanks Insights Team

  15. 153 votes
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    14 comments  ·  Trust Accounting » Statements  ·  Flag idea as inappropriate…  ·  Admin →

    Previously, during an Owner Payment/Statement run, Statements being emailed to customers had all invoices associated with that statement represented as multiple links in the body of the attached email.
    This enhancement in release 5.52 changes that behaviour; now where there are 4 or more creditor invoices for an owner statement, the email will contain one link to a zipped file which contains all invoices. Owners can unzip and save both the Statement and all Invoices to one location instead of clicking individual link for each Invoice.

  16. 4 votes
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    1 comment  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    HI
    I have added this comment to eh dashboard customisation suggestion being worked on in the customer forum.

    Thanks Insights Team

  17. 3 votes
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    1 comment  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Hi
    I have shared this suggestion with FC to request if this can be included in the I want to use work as its about improving the experience for customers by being more efficient.
    Thanks Insights Team

  18. 4 votes
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    2 comments  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    I will create this suggestion in the customer forum and open for votes and comments from the PT community
    Thanks Insights team

  19. 10 votes
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    2 comments  ·  PropertyTree  ·  Flag idea as inappropriate…  ·  Admin →

    Added to customer forum existing Suggestion

  20. 246 votes
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    READY FOR VOTES  ·  30 comments  ·  Creditor Invoicing » Invoice Genius  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Supporters,

    There is an existing suggestion similar to yours in our forum and we have merged your suggestion into it. If you don't think the changes match your original intent, please let us know.

    Thanks Insights team

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