Quick Reports Search option by Agents Lots
Quick Reports - Managed Lots by an Agent -To improve search option in the quick reports>Lots>adding ability to show Agents so only the records display with Lots where an Agent is linked or to add option to show managed lots for a particular Agent.
Insights Team
shared this idea
Hi Supporters,
As Josh said to find out which Agents manage which Lots on which Strata Plan you can navigate to Quick Reports > Contacts > Show Agent Contacts.
You can perform this search for all plans, or you can filter via Manager or Plan Number.
Hope this helps.
Kind Regards
Amy
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Joshua Champion
commented
To find which Agents Manage which Lots on which Strata Plans I currently do the following - Quick Reports>Contacts>Show Agent Contacts>Click on Surname/Business Name to sort. This shows me all the Agencies in Order and which Lots at which Strata Plans they manage. I hope that helps.