Save Palace as a Shortcut on Your Desktop!
Want a shortcut on your desktop to access your Palace database?
Simply highlight the URL on the login page and drag it onto your desktop. Right-click to rename it, or give it a cool new icon.
Drag and Drop Files Into Palace
Invoices, emails, signed documents, attachments, daily bank files - these can be dragged into Palace to save!
Anywhere you see a 'Choose File' button, you have the option to click on it and browse to find your file, or drag a file onto the 'Choose File' button. This includes dragging attachments from Outlook emails or the Outlook email itself (*please note that some versions of Outlook do not support this, so if you cannot drag and drop an email or attachment from Outlook - this is not a Palace error).
Work Order Email Template
When sending work orders from Palace, you can have key information merge into the email to your tradie such as the Job Description and Job Number, so they can get the relevant information before even opening the work order attachment! Read on to find out how…
Email templates are found under System > Email Templates
Here you will find templates for owner statements, tenant invoices and supplier remittances too!
Click Edit on the Work Order Template.
Merge fields are found at the top of the page. Create a signature with a merge field for the agent name and it will merge in the relevant property manager too.