VOC - AI Email Work Request
Path: Client Info / Inbound Emails Tab
Path: Transactions > Request > Request Log
If you have the WebTMA Integration Suite, you have the option to set up a standard “maintenance” email address for Requests. WebTMA can convert the message from this email address into a record in the Request Log window and optionally use AI to enhance the request record.
The process involves a certain amount of setup in Client Info using the new Inbound Emails Tab. This Tab is only visible if you have the additional Integration Suite.
You can inform your Requestors of the new email address. If details about the Requestor are in User Management > Requestors, that information such as location and phone number are automatically inserted in a new AI generated Request Log record.
The requestor’s message is included in the Action Requested field, and if you choose, AI suggests a Task Code based on the content of the message.
Fields that contain information suggested by AI are indicated by this icon .
NOTE: A separate document will be available for details on the full setup.
This is the January Voice of the Customer enhancement. It was presented in the Election for Direction during UC 2025. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
New Fuel Budget Code
Path: Organization > Lookups > Fuel Types
A new Budget Code field on the Fuel Types window applies to Credit Accounts for the Fuel & Oil window.
This applies to Credit Accounts and is set up in Lookups > Fuel Types.
The Budget Code field on the Fuel & Oil window applies to Debit Accounts.
Lease Management Search and Query Selections Added
Path: Organization > Lease Management > Records
New selections have been added to the drop-down list for Lease Management queries.
The searchable and reportable list now includes the following sections from the Identity Tab and their related columns:
- Brokers
- Amendments
- Appraisals
- Estimates
- Tax
- Responsibilities
- Punch List
In addition, Schedule information from the Schedules Tab is available.
Lease Number Field Added to Work Order
Path: Transactions > Work Order > Records / Identity Tab–More Information Section
When you generate a Work Order from the Punch List section of Lease Management records, the Work Order window now includes a Lease Number field.
Since the additional Lease Management module includes a Punch List where you can generate a Work Order if needed, this helps you identify the source of the Work Order.
This is like Requests and Projects, that are also indicated as the source of a Work Order when applicable.
Custodial Point Request Details Added
Path: Transactions > Request > Request Log
When you create a Point request from the Custodial Inspection window, additional information is now included in the Request record.
In the Action Requested field, you can now see the following information:
- Custodial Inspection #
- Inspection Code
- Inspector
- Custodial Deficiency
- Inspection Quantity
- Rating Description
- Rating Score
- Comments
In addition, any Linked Documents are added to the Linked Documents section of the Navigation panel.
Fiscal Year Added to Utility Ticket Window
Path: Organization > Utility > Utility Ticket / Identity Tab
The Fiscal Year field has been added to the Utility Ticket window.
You can enter the year of your choice.
NOTE: This field was available in a previous version of the application.
Progress on Database views in Knowledge Base
Click to open List of WebTMA7 Database Views
WebTMA has heard your requests for a complete list of database views. These are used for reporting by SaaS clients with Direct Database Connect or the Business Intelligence module. On-premise clients are also urged to use these Views for reporting rather than query directly against transactional tables.
Although not fully completed, the Database Definitions section of the Knowledge Base currently has 415 views with more being added each week.
The section includes a List of WebTMA7 Database Views article that is a table of the View names with a short definition. Many rows in the table are linked to the full View.
Ultimately, the table will connect to Views for all rows. Click a link to open a full View in a new tab.