Bring up all relevant contacts in Feedback
Can you please see attached – the issue we are having is that if you type in smith in the feedback section why can it not bring up all names with a Smith in it. This is important in avoiding duplicates because the first name may be saved under something different for example making a new contact “will smith” when there is already a “bill smith” or another example is if ‘bill smith” came to the open home but when we search ‘smith’ his name doesn’t come up but maybe his wife’s name ‘Sarah smith’ is already in the system so it would not make sense to add another contact but rather add ‘Sarah smith’ as coming to the open home and then going back and adding ‘bill smith’ to the contact.
We are currently having someone go through our contacts and tidy them all up so we get the most out of Rex but it defeats the purpose if as fast as they are deleting duplicates we are adding them. It would be unrealistic for the agents to have to search by email or phone because what if ‘bill smith’ puts his mobile number and we only have his home number in our system.
Anonymous
shared this idea
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Hi there, thanks for your suggestion but we're not sure we fully understand your problem. Would you mind expanding a bit and maybe including an attachment (your comment mentions one but nothing seems to be attached).
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Anonymous
commented
When I understand REX more, I think it will be GREAT!!