Mark P

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  1. 71 votes
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    11 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    It looks like there’s 2 requirement requests going on here:

    1. Triggering addition of tracks based on an event.
    2. Having reminders that are attached to floating dates (e.g. unconditional date, settlement date etc). E.g. 3 days before unconditional.

    Would be good to get some more info on both of these items.

    1. Regarding triggering addition of tracks based on events:

    • Presumably you want support for this in multiple modules. If so, is it all modules or just some?
    • For each module, what are the events that you think should be supported for triggering track addition?
    • Is this an automatic process or is the user prompted to add the track when the event occurs.
    • If the desire is for the track addition it to be automatic, how do we deal with questions like which contact should a track be attached to in a listing or property that includes multiple contacts…
    Mark P supported this idea  · 
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    Mark P commented  · 

    This is a great idea, I'd vote for it except no votes currently left at the moment

  2. 1 vote
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    0 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Mark P shared this idea  · 
  3. 5 votes
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    0 comments  ·  Feature Requests » Leads  ·  Flag idea as inappropriate…  ·  Admin →
    Mark P shared this idea  · 
  4. 5 votes
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    5 comments  ·  Feature Requests » VPA / Invoices & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 17 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Mark P shared this idea  · 
  6. 12 votes
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    4 comments  ·  Feature Requests » Merge  ·  Flag idea as inappropriate…  ·  Admin →
    Mark P supported this idea  · 
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    Mark P commented  · 

    This idea is so obvious, I posted something myself but got no response, this would make it a whole lot easier.

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