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  1. 39 votes
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    2 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).

    Sample merge tag data at this stage is still not supported.

    Anonymous supported this idea  · 
  2. 15 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 
  3. 3 votes
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    0 comments  ·  Feature Requests » Contracts  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared this idea  · 
  4. 71 votes
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    11 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →

    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…
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    Anonymous commented  · 

    This would have us working smarter, not fiddling around working out how many days we need to assign to tasks... yes please

    Anonymous supported this idea  · 

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