387 results found
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As a database manager, I would like to be able to link a Contact to multiple Businesses
If a particular contact in the database is a director of 2 companies, I want to enter both those companies into the system and mark my contact as related to both of them.
Currently, once a contact is related to one Business (Company contact), you cannot add another Business.
If you add the related contact via the Company contact screen, it will remove that contact from any previous Business (Company contact).
3 votes -
Could the buyer Source be included in the buyer information on the mobile app?
The buyer source is shown in the web app, but not on the mobile app. This can be very useful for an agent to know if they meet the person at an OFI and they are already a buyer on the listing.
1 vote -
Default office selection when adding a new staff member
As a database manager whose system has multiple offices, when adding a new staff member I would like the Office field to be blank by default. This means that I am forced to actively select their correct office and not accidentally add them to the first office in the list, which may cause subscription charges to be invoiced to the wrong office.
1 vote -
Generate communication for buyers from the Library in the Buyer Leads screen
Business case:
When you are managing/contacting buyers, within the buyer leads screen of a listing, you should not have to then filter for those buyers in the contacts screen, so you can send/generate a library template.
Issue:
There are no 'buyer contact details' merge fields available in the library of the listing/sales screen.
If you need to generate a library template, you must leave the buyer leads screen and filter for those contacts in the contacts screen. This is not very functional.1 voteThank you for your Suggestion!
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Add Vendor Contact Numbers to Listing Added Auto Alert
For the Listing Added Auto Alert, we can include the Vendor Address and the Vendor Name(s) merge fields, however, there is not an option for Vendor Contact Numbers.
Having this option will save us time as we can then easily populate an sms to the vendors.
(Client: Peak Real Estate)
1 vote -
Archive Sources the same way we can with Suppliers/Items, so that it cannot be selected anymore
At the moment, if I do not want staff to use certain Sources for Appraisals, Buyer Leads, and Tenant Leads, I need to rename the source with perhaps ZZ at the start and inform my staff to not use those sources.
It would be great if we could have a way to archive the Sources we no longer need so that they cannot be selected/used by our staff.
1 vote -
Using Agent App to show recent sales to prospective vendors
As a sales agent I want to be able to show our recent sales to prospective vendors via the Agent App so that I can impress them with our track record in the area and leverage comparable sales to have a price discussion.
This kind-of works at the moment, because you can filter to display past sales, BUT
Sales are not returned in sale date descending order, and there is no way to sort by this - only Inspection, Distance and Last Viewed. eg/ for Eltham the first result is a 2012 sale.
The sale date is not visible, so…
3 votes
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