Calendar - automatic dates pulled from contract - Finance Due, Settlement
We would like it if when you enter the Sales Advice Form, it automatically uploads the dates for Deposit due, Finance and Settlement in the Listing/Selling reps calendars entered on the form. Would save a lot of extra work setting up reminders.
Anonymous
shared this idea
-
Roz Grattan
commented
I currently keep a calendar outside of Rex for my team with all contract dates as above. I would love if in addition to the above we could have a calendar where admin users can choose to show all contract related dates for all users or filter selected users.
-
Caroline
commented
As I see it, it allows for the calendar syncing function which puts data into the user's calendar (google / icloud etc.). So then contract dates can be immediately seen in any calendar.
-
Hi Everyone,
Thanks to everyone who has voted!
Can you please provide us with some background on how this differs from the dates feeding through to the dashboard? (as they do currently)
What are the benefits of adding it to the Rex calendar?
