All updates
Improvement
Client access: tags and buildings in a tick list
A client access's tags and buildings are ticked in a list, row by row, when importing a sheet and in “Invite several clients”: the client also sees their properties.
- Settings › Access › Client portals › Import a file: each row has two tick lists, “Tags” and “Buildings”, with a search and the number of properties for each choice. What is written in the file arrives already ticked.
- Several rows at once: tick the rows on the left, then use “Tick for these rows”; what you tick is added to each row, what you untick is removed from it.
- “Invite several clients” also has the “Tags” and “Buildings” columns, without going through a file.
- The Excel template goes back to two columns, “Tags” and “Buildings”: several names separated by a comma. In Google Sheets, the menu becomes a tick list: save the file as a Google Sheet, then Data › Data validation › Advanced options › Display style “Chip” and “Allow multiple selections”. A file filled in with the old template with boxes is still read.
- Existing access: what is ticked when importing is saved as is; “Export” writes the tags and buildings of each access.
- As for cleaners, two buttons at the bottom of the import window: “Send N invitations” creates the accesses and immediately sends the email to each contact, in their client's language; “Create without sending” creates the accesses as “To invite”, to be sent later. Accesses already in place do not receive a new email.