Jean Marriott

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  1. 151 votes
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    30 comments  ·  Feature Requests » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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    Jean Marriott commented  · 

    This should be a standard feature! Majority of other platforms have this on offer and it seems this request was raised over two years ago??? Are all requests going to take this long to implement?

    Jean Marriott supported this idea  · 
  2. 59 votes
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    5 comments  ·  Feature Requests » Reminders  ·  Flag idea as inappropriate…  ·  Admin →
    Jean Marriott supported this idea  · 
  3. 1 vote
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    0 comments  ·  Feature Requests » Leads  ·  Flag idea as inappropriate…  ·  Admin →
    Jean Marriott shared this idea  · 
  4. 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…
    Jean Marriott supported this idea  · 

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