Sales admin to be able to view all contract dates in dashboard
Currently a sales admin needs to change the dashboard user to view each agents contract dates individually - it would be great if a sales admin could have all contract dates for the agents in that office location to appear in their dashboard.
Amy Carlos
shared this idea
We now support filtering on the Contracts section of the Home Stream. This filter allows you to look at your team, or any combination of users. Find out about more changes we've made as part of our efforts to Simplify contract management in Rex.
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AdminAlex Babkov (Admin, Rex Software) commented
Sometimes yes. The dashboard is designed to allow a single user to view tasks assigned to them - it's not focused on or optimised for admin or large task volume specifically. We are considering the request but as of yet have still not decided if this is something that belongs in the dashboard or should simply be dealt with as a system list.
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Jean Marriott
commented
This should be a standard feature! Majority of other platforms have this on offer and it seems this request was raised over two years ago??? Are all requests going to take this long to implement?
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Damien Page
commented
C'mon guys this has taken too long. Clearly a standard feature that almost every office would appreciate
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Dylan
commented
Yes and I also agree! This is hugely overdue.. Like many others have said. You should be able to designate reps contract reminders to particular Sales Admins. For example, we have 5 support staff with the view of eventually having upwards of 10. Each support person looks after a specific group of reps and they only want to track those reps.
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Aleisha
commented
This is a must for admin productivity.
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Anonymous
commented
This would be a great advantage for admin users. The sooner the better please.
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Tim
commented
This really is an absolute necessity for any office that has central admin staff (rather than individual sales people) that follow contracts through to settlement.
Switching to individual sales peoples dash boards is simply not efficient. -
Anonymous
commented
Possibly set up so each Sales Admin user is assigned to which ever sales people they look after so they can see the contract dates & upcoming contract dates and even expiring listings etc on their own dashboard rather then having to change to each salesperson. If only one sales admin for whole office then that one sales admin just gets assigned to all the salespeople... But this would help for any offices who have PAs.
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Kimberley
commented
Great idea, would be very helpful!!
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Anonymous
commented
Yes - this is absolutely NECESSARY.
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Anita
commented
This would be so very useful
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Tanya Chapman
commented
YES PLEASE
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Anonymous
commented
It would be great as an admin who supports multiple staff to be able to see all upcoming events(contract expiry, exchanges & settlements) on our dashboard not have to swap between different users to view their upcoming events.
Could be as simple as having a tick box on the property that when selected pushes the above information to all admin/super admin users. (alter this option through privileges)