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1. Can we add the 'test merge' feature in the template section again please

   39 votes

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   2 comments  ·  Feature Requests » Tracks / Templates  ·  Delete…  ·  Admin →
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   under review  ·  AdminAlex Babkov (Admin, Rex Software) responded

   This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).

   Sample merge tag data at this stage is still not supported.

   Vanessa Gavran supported this idea  ·  Aug 31, 2016

2. Track Dates

   73 votes

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   11 comments  ·  Feature Requests » Tracks / Templates  ·  Delete…  ·  Admin →
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   under review  ·  AdminAlex Babkov (Admin, Rex Software) responded

   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 or in a contact that includes multiple listing /properties?
   • If the process is manual and the event occurs via API or in some way other than the user interacting with the track what do we do?
   • How are these tracks cancelled?

   2. Regarding floating date reminders:

   • Presumably you want support for this in multiple modules. If so, is it all modules or just some?
   • For each module, what are the date fields that you think should be supported for a reminder to be tied against.
   • What happens to these reminders when they exist but the date does not (e.g. a reminder that is tied to an active contract unconditional date but there is no active contract on the property).

   Would be great to get more input on this either here in the comments section or in rexperts.

   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… more
   An error occurred while saving the comment
   Vanessa Gavran commented  ·  Mar 15, 2016  ·  Edit…  ·  Delete…

   I would have to agree aswell, our previous system had the capability to do this. We have just created new & updated our existing tracks to service our clients at a higher level, hoping that REX could do this based on backdating from auction date & settlement date. If would be greatly appreciated if this could be on the agenda for REX to incorporate

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   Vanessa Gavran supported this idea  ·  Mar 15, 2016