Feedback Roadmap
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Backlog
288Under consideration
Include Marketing/Publishing Links in Disposal Data Exports
Enhance the disposal data export functionality to include direct marketing and publishing links. Currently, exports only indicate whether a listing has been published or not, but providing the actual URLs would significantly improve usability for marketing teams. This change would streamline workflows, enabling easier access to published materials and faster distribution across platforms.
Adding multiple Properties to a Viewing
I want to be able to create a viewing schedule or tour that allows me to associate multiple properties with the same viewing, I would like this to sync to my preferred calendar (e.g. Outlook/Gmail), So that all my viewings can be stored in Kato, preventing the need to store viewing tours directly in my work calendar. This will centralise my viewing information and improve organisation by keeping everything in one place.
Enable Multi-Tab Support for Simultaneous Workflow Navigation
Users would benefit from the ability to open multiple tabs within the Kato platform simultaneously. For example, having different Disposals open in separate tabs would allow users to efficiently switch between them without losing context. This enhancement would streamline workflows, improve navigation speed, and support multitasking for agents managing multiple listings or tasks concurrently.
Ability to Merge or auto Merge Requirements
leads coming from the portals if a user sends a lead for multiple properties in a short span of time this isn’t multi requirements, more often than not it is the same requirement with multiple viable options. Rather than Archiving as this feels the wrong workflow there should be ability to merge if not automated.
Set Custom Default Views for Dashboard Tabs
Give users the ability to personalise their default tab settings within their user preferences. For example, when accessing the Disposals tab, a user could set their default view to "All Disposals" instead of the current default "My Disposals." This feature would enhance user control and efficiency by reducing the number of clicks needed to reach their preferred working view.
Improvements to Advisory media tab
Add the same media categories (images, floorplans, brochures, etc.) that exist under Disposals → Media to Advisory → Media, so the two sections are consistent.
Ability to publish disposals to LinkedIn
I would like to be able to publish availability to Linkedin
Ability to send Campaigns using list of previous recepients
I would like to be able to reuse the recipients of previous email campaigns when sending a new campaign, So that I don’t have to create a new marketing list or manually search for and select applicants each time.
Ability to Merge "Properties"
I would like the ability to merge Properties to allow me to keep an accurate dataset
Allow editing of the space description after creating
Currently, the description is locked after creation. It would be useful to be able to edit this field to avoid having to delete/clone and start again.
Next up
4Committed and queued
Add a new Requirement status "Unsuccessful - Duplicate,"
I would like a new Requirement status option, "Unsuccessful - Duplicate," for enquiries so that duplicates can be easily identified and tracked.
Automate the caculation of the min and max size of a Disposal
After creating a Disposal, when I got back to define the space (Adding more floor units) I want the Min and Max Size to Auto-populate, So I do not have to calculate this myself.
Adding Sector as a filter option in leases
The customer would like to filter by leases that are occupied by a tenant belonging to a particular sector - as we have in the CRM.
Ability to Sort Email Campaign statics by number of clicks, opens
Ability to sort total ascending and descending by all the columns provided : total opens last open total clicks last clicked total downloads etc
In Progress
3Actively being built
Ability to export Comps for Sales & Investment
I would like to be able to export a comp Sales and Investment transaction as already possible on Leases
Function to copy campaigns
Rationale: I want to resend the same campaign again. I want to send the same campaign to new recipients. I want to copy the same content but change the property. Suggested solution: Adding a ‘Duplicate Campaign’ button to the actions drop-down, which opens a new campaign and copies the same configuration as the original.
Identifying Campaign Creators vs Senders
We would like to suggest adding a new field to campaigns labeled “Creator”. This would allow us to clearly see who built and scheduled the campaign versus who it was sent from. For example, in the campaign linked below, I (Hailey Good) created the campaign but selected James Allman as the sender. However, when trying to report on or target myself, there’s currently no way to identify that I was the actual creator. Campaign example: https://agents-society.com/#/campaigns/show/2281166 User: Hailey Good
Done
20Recently shipped
Combine the three project tracking elements
Combine the three project tracking elements — Status, Stages, and Probability — into a single functional status. This unified status will be driven by the agency's Kanban requirements and directly updated by advisory teams within the Work-in-Progress framework.
Ability to delete / archive a Property Record
Users to have the ability to delete / archive a Property Record to remove duplicates or errors
WIP/Fees/ Due date automatically populate instalment date
Due date will automatically populate instalment date of the transaction. Value of instalment amount should be equal to net fee, if there is no external fee, net fee equals total fee.
Make it possible to search for a contact by Surname in the CRM area
It is currently not possible to search for a contact in the CRM area by typing their last name (surname).
WIP/Fees/ Internal fee split toggle always on
Internal fee split toggle always on based on Lead team. This allows us to see all transactions’ split in the export
Add 'LinkedIn' as source of contacts
Additional option for Source of Contact for LinkedIn enquiries
Ability to toggle on/off the property tenure for Datarooms
Currently there is no way of removing the property tenure (To let/For Sale) from the dataroom even when the “Type of disposal” is set to investment.
New roles to add to Disposals
I would like to be able to associate contact who play the following roles on my Disposal via the management page: Property Manager Asset Manager Facility Manager Flex operator
Add option to filter subleases
In the Requirement/Find Matches and in the Disposal overview, we need to have an option to filter the disposals that are offering availabilities with “Sublease” property type.
Duplicating a disposal
Please can we have the option to duplicate an archived disposal without needing to reinstate it? It causes issues as we then need to “rearchive” the old one.