REPORTING:
We suggest the following reports be created instead of having to export to a CSV file and remove columns you don't need and there is a lot of messing around to print off a simple list.
Feedback list for a property which includes the Name, Phone, Email and Address, Notes/Comments and whether they are HOT, WARM or COLD.
A report for Past Vendors and Purchasers which includes: The Vendor or Purchasers details, the property they purchased, the date they purchased and their contact details. (Separate reports)
The ability to print out a customised list. i.e. a mailing list with contact details, ability to print out an agents database with the contact name and all their contact details.
List of an agents appraisals with the property owner contact details.
Printing off a street for example which includes the property address, property owner contact details and any notes/appraisals against that property.
Our office is finding it such a long process to print off contact lists, i understand that you can view it on the screen but often we need to print this off for numerous reasons and the agents often find it easier to read and make notes on paper then on the screen.
Hopefully we can see some new reports being added soon as it seems to be a hot topic amongst all rex users.
Tash Goodwin
shared this idea
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Kelvin Matthews
commented
agree with all of these suggestions. would also like an option to select a contacts address in the initial report screen.