Teena van Akkeren
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70 votesTeena van Akkeren
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4 votes
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73 votes
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…
An error occurred while saving the comment Teena van Akkeren
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An error occurred while saving the comment Teena van Akkeren
commented
I would really love to give this 100 votes - but I have no votes left (used them on the ap and a couple other great ideas) but yes this is one MAJOR thing I miss from E2. Our sales team & myself don't see Tracks useful at all unless they can be attached to these dates. For an example - 2 days before Auction date send SMS reminder to all people who came through the opens. On the day deposit is due, make sure we have received it - if not advised sales person & solicitors. 2 days before Settlement make sure any outstanding invoices have been accounted for and get keys ready. Unconditional date- send congratulations letter & survey etc. They should also move as soon as you change a date.
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6 votes
An error occurred while saving the comment Teena van Akkeren
commented
Just like how the report 'due to be booked' works accept show as a table to what listing, what the advertisment is within a time frame and a tick box to mark as booked or the option to change the booking date to another later date if that applies. THANKS
Teena van Akkeren
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12 votes
An error occurred while saving the comment Teena van Akkeren
commented
I agree with Andrea! Our office really only want to use the one contact record especially for a husband & wife. We need the option to add other types in the gender section such as married & de-facto rather then male or female. Add additional contact info such as Birthdays in the one contact field is also a great idea as we do not want to make them related contacts unless they have separate address or are mother & son etc. Husband & wife or couples should be able to put both their details in the one contact PRETTY PLEASE...
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6 votesTeena van Akkeren
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Teena van Akkeren
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Also would really like to be able to set some reminders to a particular day of the week... Such as 'on Tuesday's book advertisment'. Wednesday's - set open home time.