Braden

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  1. 73 votes
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    5 comments  ·  Feature Requests » Reminders  ·  Flag idea as inappropriate…  ·  Admin →

    Hi all, we’d love to consider this idea but may need a bit more input:

    • If a reminder was auto-created from a note via a checkbox or similar, what would you want the due date set to be by default?
    • Would you ever want to change any other details of the reminders or need more than just a checkbox (aka would you want to change priority/date)?
    Braden supported this idea  · 
  2. 10 votes
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    1 comment  ·  Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
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    Braden commented  · 

    Agents should be able to tick a box too that says "make this note public" - would be handy if a contact has a complaint and an agent can add a note that they want the whole office to see - without everyone being open to all notes.

  3. 48 votes
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    2 comments  ·  Feature Requests » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
    Braden supported this idea  · 
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    Braden commented  · 

    Agreed - a dashboard which shows activity for the month so you can make sure you're on track. Appraisal for the month, GCI for month/year/period of time etc. Current Listings, Current Contracts, Sold for the month - just a snap shot of how the agent is doing.

  4. 3 votes
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    0 comments  ·  Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
    Braden shared this idea  · 

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