A few months ago we sent you a survey asking you for feedback on how Alto was doing. Your input was incredibly valuable and since then we’ve been working on building some of the features you told us were important.
Here’s a run down of a few of the key releases from this month:
Never forget your next meeting with Diary Export
You can now export your Alto calendar to your phone, iPad or tablet to show it within your chosen calendar. That could be Outlook, Google or another alternative.
To do this you need to:
- Copy your unique diary URL from Alto
- enter it into your calendar application
You’ll then be able to see the details of your viewings and appointments in your calendar. It will include the lead landlord, viewer or tenant’s main phone number and link to their record in Alto.
When you make updates to your Alto diary they will become visible in your personal calendar. You can adjust what shows using the settings in your calendar application.
Resend your emails from the timeline
View the history of your communications with a customer using the timeline. When you send an email from Alto it is recorded as an entry on the timeline. You can now open up each email from the timeline to see the full content of the email, along with any attachments.
The entries will now also show the recipient’s GPDR preferences along with a new button to “Resend” the email, so you know you’re only contacting contacts that have agreed to receive them.
When you resend an email a new timeline entry is created, and it will still include any attachments that were included on the original email.
Consolidate your landlord statements
Make tracking your landlord accounts easier. Until now multiple receipts or credits that were allocated to one charge would show individually on the itemised statement.
The landlord statement document now shows all receipts and credits for the same charge in one item.
Plus your statements will now sort income and expenditure in alphabetical order, based on the property street name. It’ll break it down further by alphanumeric order, using the property name or number and then the dwelling field.