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Yes, this feature has been commonly requested, but is quite complex. We do intend to add it at some point in the future, but it is uncertain as to exactly when.
I totally get it that the dev team is super busy improving other areas of the software, so no worries on that front.
As to it being "quite complex," though, I don't quite follow. I could write a python script in a couple hours that could do this for me. In fact, I probably will, since it'll be awhile before it makes it into OR.
It looks like all the requests for memorizing report settings are getting merged into this thread, so I'll add this feature here:
It would be super helpful not only to remember the last-used settings on reports, but to actually be able to save specific configuration(s) so they can easily be returned to at later points regardless of what settings get used before then.
Sweet! I'll look forward to seeing the new-and-improved!
[This topic has been merged with another topic (Saving report settings). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Saving Reports - "Favorite Reports")]
[This topic has been merged with another topic (Saving report settings). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Memorized Reports)]
You bet! Not a perfect solution by any means, and I definitely see the value in this request.
Thanks for writing it up and have an awesome weekend. 😎
Thanks for this, Bri. This is helpful. I can just slightly customize all our system messages and then they should show up here!
Hey Shannon,
We have the Trigger Forecast that can be filtered by property, but it will show you messages set to fire for individual bookings and does not show System Messages.
Alternatively, you can filter (by property) and sort your Triggers grid to see what is scheduled to fire when at that property (just click the Description column header to sort it. It'll list event based Triggers first and then scheduled ones), but if you're using the description field in any of your Triggers, that will throw the grid sort off. The grid uses the timing of the Trigger firing in the Description column by default, and any descriptions applied manually will throw them out of order. Here's an example. These are in order from first to last:
But if I add a description to the "1 day before booking arrives" Trigger, we see it moves to a different spot now:
I understand that your request includes seeing System Messages as well which we don't include in the Triggers grid unless you've customized a System Message, and this request remains open for voting. I did want to let you know what was possible at present though.
Know anyone else who'd benefit from this? Send them the link so they can add their vote and show there's interest in making this happen.
YES! It is so challenging to visualize/understand the message flow. We annually go through to update all messages and man it's extra laborious because of this.
[This topic has been merged with another topic (Select which photos are sent to the difference channels and our own website.). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Picture Manager Upgrade)]
[This topic has been merged with another topic (Audit Trail - Ability to view more information in "Activity"). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Booking history)]
[This topic has been merged with another topic (Owner Statements to include Running Balance). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (PM Balance carryover on statements)]
[This topic has been merged with another topic (Automated way to send text reports (by email)). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Send "daily checklist" report out by email?)]
I’d like to suggest a future enhancement related to communication visibility. There are times when it’s important for us to see all emails associated with a specific property and the exact order in which they are sent. Right now, I’m not aware of a simple way to view this in one place.
It would be extremely helpful if we could click on a property and see a complete communication workflow that shows, in timeline order, every system message, template, and trigger that would be sent from the time of booking forward.
Just to clarify, I know we can see the communication history, and also the scheduled communication within each booking. Sometimes it's necessary to see it at the property level, before the booking even occurs so when the bosses say "Hey, show me a visual workflow of all the emails a guest receives from time of booking for property XYZ" there is something that shows it ALL.
Hey James, are you already on PMv2? If so, you can create a custom formula to achieve this!
Is this out yet and if so can you point me towards it please?
Hey Elliot,
We actually have a major overhaul of the Photos page dropping in the next week or two that should address all of these concerns! I'll provide an update here when that drops.
Hi Patti and Michael,
I'm not sure that I've seen Airbnb split payments more than once. Are you saying that with their split payment model, your owner receives a percentage, then the co-host, and then yourself?
Maybe the owner and co-host both being paid by Airbnb, and then you collect commission directly from the owner?
I think we're having a difficult time understanding your use case here. If you could expand on that a bit more for us, that may prove helpful.
Would this Feature Request be what you're looking to accomplish? https://www.ownerrez.com/forums/requests/support-for-invoice-cohost-business-model-within-property-management-pm-module
I hope I'm not the only one that finds it extremely disorienting to have all my photos neatly arranged and sorted, only to click the "Change" button and have them immediately locked into numerical order, with no way to have any clue which one belongs to which room any more.
Numerical order is certainly helpful for making sure the "top five" are what we want. But most of my photo sorting time is spent trying to get them assigned to the correct rooms. It would be extremely handy to have a drop-down selector in edit mode (as there already is in non-edit mode!) to tell OR how we want them sorted. It would make assigning them to rooms so much easier if we could just drag-n-drop them to the correct headings instead of having to click "edit," find the room in the drop-down, and then click "close" on every one of them.
I recently changed from Remotelock to OR for managing my locks. One thing i miss, when i look at the events from OR on the lock, it is missing the event data. From RL, i could see what code was being used so that I could tell if the last person out was a guest, was my cleaners, handyman, etc. the current events does not show anything. I know the data is coming from Schlage and that data is there because i can see it in the Schlage app
Hey Gus and Lindsey,
I also wanted to mention that we have some new field codes for the booked nightly rate in development at this time. This would allow you to apply field codes in your correspondence that break out those nightly rates for visibility.
With the features mentioned by Katie and myself here, do you feel that this request would be satisfied once the booked nightly rate field codes are available?
We have plans to eventually surface the nightly rates within the bookings themselves, but there's a lot of backfilling that needs to take place before we can make that available to the end user.
Praise Be! Did a quick review of owner statements, and everything is correct now. Thank you, Bri and the rest of the OR team!
Hey Alece,
I think we've addressed this as of today. Next time you run your statements, please check it out and let us know.
Yes! The solution that you're proposing would actually be better -- really all we need to do is see when guests say they will arrive and depart without having to gather and enter that info manually. And perhaps also include a notes field that hosts can turn on and off to allow guests to make any special requests like for early check in or late check out.
To answer your question, the other system was almost entirely reliable except that very occasionally a guest would invert their arrival and departure times, and because arrivals defaulted to p.m. and departures to a.m., it would end up looking like they were arriving at 11 pm and departing at 4 am (for example). That wouldn't have been an issue except it was tied to the electronic lock timing so we had a time where someone arrived at 4 pm and was locked out because the system had their arrival as 11 pm.
Other than that, we never had an issue. We just added an hour buffer, so if a guest said they were checking out at 8:00 am due to a 10:30 am flight, the cleaner might show up at 9:00 am. For check in, it allowed us to prioritize which condos to get ready first or to schedule maintenance in the afternoon or maybe have the cleaner do some extra deep cleaning.
Thanks so much!
