Anthony
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6 votes
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7 votesAnthony
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73 votes
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…
An error occurred while saving the comment Anthony
commented
I could imagine a setup where the the "key dates" part of they Add Contract window has a "set track" button next to each date and/or a drop down track list, so you can choose to activate a track (or multiple tracks) when the date is entered, and perhaps an "update tracks" button for when you go in and change a date.
Once they're set you could still go to the tracks and manually adjust them or delete tasks, and they wouldn't change by themselves unless you alter the key date and choose "update tracks".
Personally I dont like the idea of tracks adding themselves or moving their dates without the user okaying it or manually choosing to do so.
Presumably when you mark the sale as fallen it would delete those tracks related to key dates, or at least ask you if you want them deleted.
But to start with, even if we can just be allowed to put negative numbers in the "remind in" field (when setting up the tasks within tracks), that would be a huge improvement. Then you could have events for 1 week prior to settlement and day before settlement etc just by putting -7 and -1 days, and if the settlement moves, you reschedule it and all the negative time tracks will move correctly.
Additionally, in the "add track" dialog, there could be a drop down to choose settlement date, unconditional date, etc which would simply populate the start date based on that field at that point in time, rather than having to go back and look it up before setting the track.
Again it means tracks would have to be updated manually if dates move, but its a start.
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24 votes
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commented
I agree this is needed, especially with leads. Our receptionist adds enquiries via the leads section and assigns the lead to the agent, yet the contact that gets created is owned by her, and we must manually change it.
Surely it is assumed that the person adding the phone leads in to the leads section and assigning them to someone probably isn't going to be the agent themselves...
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commented
I see this is a pretty old suggestion, it's a shame it hasn't been taken up.
We've just stared using rex and in less than 24 hours, have come up against this annoyance. Our admin person is assigning leads to agents, and adding a new contact in order if they don't already exist. The lead is being assigned to the agent, but the contact is being created to be owned by the admin person... unless i'm missing something?
Anthony
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yes, I strongly support this - since the lead is linked to the property in question, it would be good if when "send email and complete" is selected, or any other lead process, the linked property is automatically selected as the subject property.