Rebecca

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  1. 17 votes
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    5 comments  ·  Feature Requests » Merge  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
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    Rebecca commented  · 

    We need to have each of the items that show in the "Settlement Statement" (e.g. deposit held) to be available as separate merge fields.

    I want to have an email template that we use to notify solicitors how much we are holding in trust on a sale. This is an email that we send at least twice for each sale, so it would save a lot of time to just be able to use the template and hit "send" without having to look up the deposit in the financials tab, highlight, copy, merge the email template and then paste the dollar figure in there.

    I know Rex can get the information from {{settlement_statement_table}} - it seems crazy that we can't also get those figures as separate merge tag fields.

  2. 6 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
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    Rebecca commented  · 

    This would be so useful! Our tracks have many tasks happening on the one day that clearly have to happen in a particular order, but Rex has the reminders come up haphazardly (possibly ordered in the order they were originally entered, but then it changes when a track task gets edited). It would be SO amazing to be able to number the order of the reminders!

  3. 144 votes
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    15 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the great suggestion. Our users and developers loved it – so we’ve moved it into the development backlog. We can’t give you an ETA, but we’ll let you know as soon as it’s live. Keep the great suggestions coming!

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    Rebecca commented  · 

    This has been planned for 18 months - any ETA for delivery?

  4. 91 votes
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    17 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
  5. 17 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
  6. 18 votes
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    4 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
  7. 57 votes
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    6 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 
  8. 2 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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    Rebecca commented  · 

    You can. In the record, click on "Reminders", and at the top of the list of reminders, it will have the name of the track, highlighted in the colour assigned to that track. If you click on the track name, a pop-up box comes to show you the track, and up the top in that is an option to "Cancel Track".

  9. 14 votes
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    2 comments  ·  Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
    Rebecca supported this idea  · 

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