Dylan
My feedback
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23 votes
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.
An error occurred while saving the comment Dylan
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58 votes
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Oh also, a bulk buyer match option. Theres certain suburbs in our area that you'll meet a very similar demographic every time and they almost always say "we would like to live in one of these 6 suburbs and want to stay under $550k". It would be a lot easier to be able to bulk add the same stuff to all the buyers you've met at the home open. It's a lot easier to edit a buyer match profile when you're on the phone with them for a small tweak on price, suburbs, bed/bath etc then it is to create a new profile each time.
Dylan
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An error occurred while saving the comment Dylan
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I've been thinking about this a lot too. Ideally I'd like to be able to have a map open and click all the suburbs you want to add because of how quick that would be. A "surrounding suburbs" option would be great too because many people say, I just want to live somewhere around this suburb. A radius match would be great for others (eg. if someone wants to live anywhere within 5km of the CBD) you just choose the distance and the location for the centre point and any suburbs that are within that space are added.
I think you should be able to choose your default. For sales people, they'll generally want to assign to themselves. For PA's, admin etc... They'll often assign to the record owner.
However, our office often has a range of buyers and sellers that have been added by another sales person and so "record owner" is not a great default.
Perhaps in the situation when you change the ownership of a record, it could either:
A) Give an option to merge the reminders across or leave them with the current staff member
B) Leave the reminders with the original staff member unless the staff member is deleted from the system and at that point, the reminder gets moved to the new record owner for that contact.
C) A bit of both - ask if the reminders are to merge when changing a contacts ownership but if the staff members profile is being deleted, then merge to the record owner.
I've also noticed that some contacts are owned by 'system user' or 'rex (something)'.. In these circumstance if a staff member is deleted and the reminders are going to get lost in the system by being merged to system user or rex (i.e. a non staff member) then there should be a member of staff, perhaps an admin that will then has the task show up in their reminders and they can allocate those contacts off to the right staff member.