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Rebecca

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  1. 17 votes
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    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. 93 votes
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    Rebecca supported this idea  · 
  3. 18 votes
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    Rebecca supported this idea  · 
  4. 57 votes
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    Rebecca supported this idea  · 
  5. 2 votes
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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".

  6. 14 votes
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    Rebecca supported this idea  · 

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