45 results found
Hi it would make life so much easier for 2 agents working together as a team if their accounts were merged for billing, reminders and tasks. i have been informed that you are not able to make the 2 agents as one on rex however are you able to make so more than 1 agent can be billed for the same thing and it automatically 50/50 the debt and also that any tasks and or reminders would go to both agents.1 vote
When selecting reminders and tasks you have to always select and asignee.
It would be great if it defaulted to the logged in user and you had to select someone else in the office. The greater majority of instances where these cases are being completed I would assume to be user notes to chase up and seldom for others in the office.2 votes
Show the clients email address
Show the last note left against the client/property
This will help improve the speed in which the sales agents can complete their calls.1 vote
An option on the system that allows automatic birthday text messages or automatic emails wishing our clients with greetings. This should be a standard with the technology we have in the 21st century.1 vote
Currently if you are placing reminders for follow up calls or visits you have to enter every one singularly even if they are in a group.
Would be great if you can place mass reminders or stream feeds to save time.24 votes
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