Anonymous
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4 votesAnonymous
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2 votes
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8 votes
Thanks for the suggestions guys. We’ll look at what we can do to make vendor report date ranges autofill a bit more intelligently.
An error occurred while saving the comment Anonymous
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33 votesAnonymous
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80 votesAnonymous
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42 votes
An error occurred while saving the comment Anonymous
commented
"my desktop" CRM allows up to 4 agents link to the property. First point of Contact, Second point of contact, third point of contact etc. Automatic emails pushed from office is assigned to first point of contact for monthly newsletters etc. However 2nd and third point of contacts can edit data, etc and work with client as well whereas at the moment, i can't add any extra details collected for the client because i don't have access! and i can't search buyers or contacts that i am working with as a secondary agent because they may have come through my open home etc because i am not an assigned agent, i can't keep track of all my contacts via rex unless they are primary.
Anonymous
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the vendor report needs to automatically pick up the date when listing started which is already in the system! it will save alot of time if start date was automated and the date the agent is trying to generate the report is also automated. they can pick another date of they want to manually but report date is start date of listing and when agent is generating the report date.