50 results found
If a Contract is emailed through Rex it should automatically appear in the feedback for that property.1 vote
I have just lost all of my feedback for 24 contacts, resulting in a lot of extra and unnecessary work. Currently, when you add individual feedback for a contact that came to one of your OFIs, it does not save once you have clicked "done". Instead, it saves as a group only once you have clicked "save" after every entry has been added. This poses a huge risk when it comes to connection loss, computer crashes or even simply closing the browser window by accident. It would be much smarter and safer to save these entries after each one has been completed (i.e. save when you click "done" on the individual feedback entry). That way, the worst case scenario for agents is that you lose only the last feedback entry you were working on, not an entire afternoon's worth.
I have just lost all of my feedback for 24 contacts, resulting in a lot of extra and unnecessary work. Currently, when you add individual feedback for a contact that came to one of your OFIs, it does not save once you have clicked "done". Instead, it saves as a group only once you have clicked "save" after every entry has been added. This poses a huge risk when it comes to connection loss, computer crashes or even simply closing the browser window by accident. It would be much smarter and safer to save these entries after each one has…16 votes
It would be great if the manual matched listings, sent out in emails were attached to feedback automatically. So that when you do a Vendor report, you can show the Vendor all of the people that you directly emailed the listing to. And also on the flip-side, when you are in the Buyer's profile, you can see all of the listings you have mentioned to them in "view list of listings attached to feedback"7 votes
Hello, option to add multiple properties when adding enquiry feedback on a single contract person. When adding feeback on an enquiry i need to have the option of adding more than one proerty as we have many developments for sale and would like to add all proeprties to the one entry4 votes
feed straight through to the listing and add to the feedback, therefore they are straight on the Vendor report2 votes
We feel the buyer/liting follow-up feedback should follow on in the original feedback box. Therefore we and the vendors can more easily follow the timeline of feedback for that particular buyer. eg When currently reading a vendor report feedback for each buyer is spread across the entire report. We believe we should be able to look at a buyer and in the same section know exactly where that buyer is at.12 votes
Attach email & SMS merges created from 'view contacts attached to feedback' to the listing the merge is regarding.
When sending a merge to all contacts attached to feedback on a listing;
Go to Feedback
View List of Contacts attached to Feedback
Merge > SMS/Email
These merge emails or SMS don't currently attach to the listing that the contacts were pulled from when sent, therefore the agent's work is not recorded in the Listing record & can't show on the Vendor Report.
It would be great if there was a way to be able to attach these actions to the listing, so that they can then show on the Vendor Report.22 votes
Hoping it will look like the vendor report but be for internal use only with all the comments, which we put in our reports such as their family makeup and also their budget.
It would be great to read this and make calls on other properties listed that are similar for agents to want to grab and call on the road.
I have attached a file that we used to use.81 votes
When we want to send an email to all contacts linked to feedback we can use a template but we are unable to:
1. have these emails show on the stream for the property listing record, which would be good to see when you would like get an overall picture of all correspondence relating to the listing
2. attach a brochure as an attachment (which is the case for all emails unless you email it from when you've generated the brochure)6 votes
This is based off property management software and it is a login system used by owners to login and see the feedback on a daily basis for their property. It does require the agent to fill in the inspection details and comments each day, but it lets the owners feel like they have live information, rather than having to wait for a report to be sent (or not sent sometimes) each week.31 votes
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