Anniversary Track With Number Of Years
Hey guys!
I absolutely love your reminders for anniversaries on sales, but I wondered if you'd be able to add a feature to this where Rex counts what year it is since it was sold? Make life easier. I can never remember if it's been two, three or four years and it gets worse the longer it goes on.
Cheers!
Brent from RealWay Bundaberg.
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Patrick Murphy commented
Morning team,
I was wondering if you would look into a possible update to the reminder - track - anniversary calls.
This is the only track we use and we use it on every one of our contacts. Is it possible to make it so we can enter the year of which they bought so when the anniversary comes it up gives us the number of years too.
so when we get the following message
Anniversary call - "Happy anniversary. How's everything going with your property"
Instead, it reads
Anniversary call - "Happy anniversary FOR YOUR 3RD YEAR". How's everything going with your property"
The reason is that we have to go in and out of Guru searching every property to find the number. With a database of 2000+ this is taking a large amount of time that we have to do every year.
Kind regards,
Patrick Murphy
Bayleys Real Estate -
Jay commented
Hi Brent, I agree having this built in would be great. The workaround I use in the meantime is creating an anniversary track with one reminder per year on settlement day eg. "Anniversary - Happy 4 year anniversary" to occur on the 4th year after settlement, and so on... (I use 20x reminders, for 20 years).