114 results found
It would be great it you could add individual solicitors to the firm as well. Solicitors company first and then individual acting for the Vendors, so you have both the firm and the individual on the listing and merging through to REINZ10 votes
Adding a reference - Being able to add a reference name and email to the solicitor without having to create a whole new contact1 vote
It would be great to have an option to add a radius of suburbs from Brisbane CBD. For example a buyer is looking anything 10km from Brisbane CBD you can select that and it would include all postcodes in the 10km area around the CBD4 votes
When you have a property with two listings (one for rental/one for sale), there's no way to tell these two apart when adding feedback unless you know the ID number by memory. It would be really helpful if when you search for a listing, it indicates that it is a "CURRENT LISTING" or a "CURRENT SALE" instead of just indicating that it is "CURRENT".2 votes
Analyse and link contact behaviour (ie click on links, opening of emails) to:
a) their physical location
b) their home or business address
c) the address of what they're clicking on;
On a map, so you can visualise and predict their interest
if they're clicking around their home, they're likely interested in selling.
If they're clicking around their home, and in another location, they're likely interested in both selling and buying
If they're clicking in another area, they're likely interested in buying.
Then providing the analysis results as high priority contacts in a visual way that allows agents…3 votes
Show some kind of visual distinction between those tags created in Admin > Custom Values & Mailing Lists > System Tags (and thus used consistently) and custom tags added to contacts and properties individually. Colour stripe, different colour block etc4 votes
As we have a separate database for each agent, it is awkward when Homepass automatically finds an already existing contact belonging to another agent and automatically adds permissions for the new agent to that entry. Is there a way to create a new contact for the new agent through Homepass.
Also when doing a vendor report, Homepass lumps all the ofi contacts as one comment - not allowing for individual comments per buyer - because of this reporting is not possible for individual buyers.2 votes
organise better so when you are in contacts and click 'back' arrow it doesn't take you back to all contacts
I get frustrated when I am in my contacts and enter someone new in and then click 'back' arrow and it takes me back to all contacts our company has! I want it to leave me in mine only.1 vote
When creating a Contact and adding their address, there should be a tick box option to create a Property record from the address and automatically link it to the Contact record.1 vote
It would be great to add a forwarding address field for contacts with tick boxes to:
Update Vendor Address
Update Purchaser Address
When we Mark as Sold.7 votes
Would be great to be able to import contact name/address/email/phone number ourselves! The current way of getting this information imported is quite time consuming and a bit of a headache.4 votes
In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary
In contact form under marketing add -Secondary contact birthday, Marriage Anniversary, House Anniversary. This will enable auto reminders to send greetings to the Buyers, Sellers etc16 votes
Just like when you are adding related contact or Property - you type in the name or Address and if they aren't there you can Add and it auto fills with what you have already typed there to search for... Add this same feature to the main search bar because now when you type in a name, its not there, you add it, you then need to write out that name again... I have older salespeople so the less typing for them the more they will actually use the system. Thanks!0 votes
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