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Mark

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  1. Add Reminder button within Stream/Stepthrough view.

    4 votes
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    0 comments  ·  Feature Requests » Reminders  ·  Admin →
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    Mark shared this idea  · 

  2. Choose the default 'Assign To' with reminders (instead of being 'record owner')

    23 votes
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    5 comments  ·  Feature Requests » Reminders  ·  Admin →
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    AdminRex Software (Support, Rex Software) responded

    Hi all,

    This default is in place to deal with scenario’s where members of admin staff, pa’s and other staff members are scheduling reminders on behalf of record owners. It also helps to ensure that when record’s change ownership, so to does the responsibility of executing on the tasks themselves.

    Happy to hear thoughts on how you think us updating the default to run off “yourself” would reconcile with the existing use cases and / or any alternative way’s of dealing with this you might have in mind.

    Mark supported this idea  · 

  3. Automatically tag Leads

    15 votes
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    4 comments  ·  Feature Requests » Leads  ·  Admin →
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    Mark commented  · 

    +3 Definitely.

    Automatically tagging was in my thoughts a staple to any CRM system.

    I would love to see this feature added exactly as Kaeden has mentioned to keep all your buyers in one place as some properties may get 100-200+ REA enquiries and at this point manually tagging every single enquiry that only has an email address attached with a first name is a tedious task.

    Mark supported this idea  · 

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