Good afternoon,
My name is george baldwin and i work for CGT lettings as Head of Business Development.
Can the same owner be pulled through on sales and lettings please ?
Kind regards,
George Baldwin

When editing email templates you have to go hunting for the appropriate tag to use. This is usually an email from the documentation team, or within the online resources.
Can a "merge tag" drop down be added. This can be dynamic so only showing you the tags available for the specific email template type (tenancies/sales etc) you are editing.
I attach a screenshot of similar functionality that GravityForms use, which is a superb feature.

As it stands buyers are being sent under offer & sstc properties when matched. Doesn’t nt make sense sending them things that are not available

When historic bond reference is added within tenancy specific information, would be helpful if this was carried through to the next tenancy details if renewed.

We need to clean the tenants data for GDPR, currently there seems to be no report to allow us to identify which tenancies have been closed for sufficient time.
We used to use the tenancies report but that has been changed and the dates are no longer in a separate column.
Submitted on behalf a client

When you hover over the PA section which shows the actions recorded (calls, SMS etc) it expands that selection to half the screen, even if empty. Could this be adjusted so it only expands as far as it needs? At the moment you have to then move the mouse over half the screen to get the area to collapse again, and is an annoyance.

It would be good to be able to receive either email notifications, or a dashboard pop for actions/maintenance jobs (e.g. repair requests) etc. There are multiple sections of the dashboard which need monitoring, which is a job in itself. As such it becomes hard to manage and monitor the dashboard repeatedly throughout the day. if this could also feed through to the neg.agentos.com url also that would be ideal.

This would resolve the need to carry out journal transfers of advance rent at the time of signing / invoicing

Can landlords account names and sort codes be added on to their statements/invoices

Please can you add the option of selecting the property type to the applicant, so it matches better?

Notes –
Is there a way it’s copied and pasted as it is rather than in a block….it’s hard to read when it’s like this. It's really hard to read and makes reading through notes a task in itself - when it's saved from AgentOS emailing function it saves perfectly but not if we copy an email from outlook.

At the moment unless the property record is set to a staff member (portfolio managed) you cant currently assign a deposit case to a staff member. You can assign a maintenance job to a staff member without altering the property record to be managed by a staff member and looking to mimic this with deposit cases.

For any jobs imported via fixflo to the system, to retain the submitted photos when converting to a system job.
It would also be useful to then have the option to include those images in the contractors job sheet for their reference, as currently you need to do this separately.

Can we have an archived property report along with the date the property was archived. Currently no report on the system gives us the status 'Archived' or the date of which it was marked as such. Thanks!

Currently the landlord shows as lastname, firstname on the All Active Tenancies Report, making it difficult to use this report on a mail merge where, for example we only want to write to landlords of certain properties. Please correct the column to firstname, lastname to save having to manipulate the data in excel

Accessing properties during Covid-19 is prohibited, tenants to conduct closing inspection videos and send them to agent/upload to agent OS for review.
Same can be done for agents wanting to upload opening inventory/interim inspection videos going forward.

The automatic notifications to applicants to come from enquiries@johnbray.uk, rather than the default email address of the user that set the property to advertised on the system.

it resolves having to click into every tenant individually to find out what they have in their main account.

I've requested this twice now.

Saves admin time when adding a property if the address is pre-populated from the postcode.

To be able to bulk delete all property leads once all processed not required.

The current limit of 300 characters is too short. Please can you increase this to at least 500 or remove the limit completely as it can become restrictive, particularly with hard to find properties that postcodes don't identify.

To get rid of any messages on agent chat, perhaps to allow managers in the office the ability to clear those fields if desired of unwanted comments.

Since 01/06/2020, the banking regs changed and now we have to match the account type and account name for every person we pay via BACS file upload. When we upload the file to our bank (Barclays.net) the list of 150 or so people comes up and we have to manually select whether each account is a personal account or a business account. We need a setting on AgentOS where it can automatically save this data for each person and then export it to the BACS file.
Paying people is taking hours longer than it used to because of this stupid name validation change the banks have made.

A report that shows the last rent increase date for each tenancy so i know which rents i can increase. At the moment i have to manually check each one.

Having worked in many letting agencies on many systems, I feel the ability to manage applicants is not very good at all. It needs the ability to use as a proper front end system. Applicant status - Active or Inactive. Once an applicant becomes a tenant they should become Inactive and we should be able to make an applicant inactive if they found elsewhere so we only have active applicants come up when I search all applicants. The search for active applicants should enable us to search by requirements as well. At the moment there is no point registering applicants as the search facility is very limited and not user friendly. Jahana did help me with how it can be done now but that involves exporting spreadsheets and just not very user friendly. There are so many beetr systems out there, you need to see how some of those work?

It will enable us to manage our applicant database more easily and use Agent as whole letting agent system. I am happy to discuss with anyone if required.

Hello
When we convert to an applicant off one user name - it stays on all other user names - how can this be synced as for the minute we keep duplicating by calling the same applicants
Cheers
Kelly

We have started coding an Owners App.
This is a separate App connected to agentOS allowing Owners and Managers the ability to report and set targets/budgets etc against the measures.
The image is a wireframe design and please take a look at the left hand navigation.
My question is what measures do you need and would like?

When manually adding tenant details via quick add tenancy there is no option for a tenants mobile number only an email address. You have to go back in via the 'edit' button and add it. Can this field be amended to include it

This is a really strange setup, where we setup properties bedrooms, receptions and bathrooms, yet on the portals it pulls from "max tenants" within the actual tenancy? it seems bizarre to me as that really is not the same as how many bedrooms a property has and easily gets missed when listing a property, most often this stays set at the default and leads to incorrect inquiries.

When selecting matching properties to send to buyers, it is not possible to tell which properties are under offer and which are available. I would only send available properties to potential buyers. An option to display different category properties against a buyer is required otherwise it is unuseable.

When a member of staff leaves, be able to reallocate all of their properties to another staff member in bulk rather than one by one.

When trying to charge somebody a figure including VAT it would be so much easier if we had the option to enter the charge as a value including VAT rather then atrying to work out hopw AgentOS is going to round the figure up/down

is it possible for the system to automatically add a note on to a job once it has been invoiced for. so you quickly see if this has happened.

1 - can you put the statement number on the paying slip aswell. it has a ian number which is of no use to me when used as a reference for landlords.

2 can you add the statement number to the document name aswell at present its just called payment and date.

I wont have to go to another document to see what invoice the slip relates to and it enables me to add the number to the payment to landlord. landlord with multiple properties cant identify which payment is for which property.
(13319) request no.

Can you add service type and tenant email address to the Tenancy Starting report to allow us to email all managed tenants some information before moving into the property.

We would like to be able to run a report to export to excel for all maintenance preferences for our management portfolio.

Can the the landlord be pulled through on the certificates report, this will make it easier for us to identify landlords who may have more than one certificate outstanding on multiple properties.

Please can I have a report to run which will show a list of tenants and their NI number for future Universal Credit payment linking to tenant

Please can we be able to set the Next Rent Due Date during Quick Add Tenancy so that this doesn't need to be remembered to be added afterwards?

We spend a lot of time manually inputting payments into Agent OS where people have paid on our website. This means a lot of wasted time and the possibility that we can assign the payment to the wrong account. With 2500 student tenants, this is a significant problem.
Can we have a tenant portal where the tenant can login, pay, sign tenancies and report repairs? At least some of these features used to be in the old LetMC software.

Sometimes when I'm Out Of Office I receive responses from utility suppliers. My OOO message is send and it triggers an auto-response from the supplier. So I send them another OOO message. And so on...
Can something be done to break this cycle? Perhaps when generating the OOO message, don't proceed if an OOO message has already been sent to that e-mail address in the last hour or whatever.

To add a section which allows the agent to elaborate on the measurement being put in the system. Ideally, a section which allows to type freely after that particular measurement.
Some examples include: min, max, plus/into doorway, plus/into recess, restricted head height etc.

Currently the AgentOS software does not support New & Exclusive with OnTheMarket. Could you please implement this feature along with the real-time capability?

Please can we be able to set the Management fee during Quick Add Tenancy so that this doesn't need to be remembered to be added afterwards?

Firstly being able to see the whole message that comes through from the CRM timeline rather than having to click into notes. Secondly its hard to keep track of text conversations - please provide the previous messages in the text conversation MM

As we send out separate guarantor agreements per tenancy - you currently cant search to see which guarantors have and which have not signed. When a tenant from an 8 bedroom wants to know how many people are outstanding signed guarantor forms you have to manually open each envelope - write down the name and then cross check against all tenants to give them the answer.
Also if you search or the left for the tenancy only the non completed ones comes up - this is really annoying when you are trying to remember which you have and have not sent them to.
All should come up in the search so you can check who has completed and who has not without having to open the envelope
Cheers
Kelly
Sales and Lettings Angels

Please can a column for Room numbers be included in the report (and an INST- number if possible)

It would be helpful if the name of the person recording the interim inspection could be capured on the notes so that we know who visited the property.

Our phone system allows call recording and we need to be able to upload phone calls to the tenants accounts to allow a full record to be maintained. The file uploading allows the usual file types - .doc, .jpeg etc - but omits MP3.