85 results found
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Contact search based on listing settlement date
We would like to do this in contacts in order to have the ability to blast with Activity type - purchased / purchaser settled based on the actual settlement date.
We have been advised by Support that the Purchaser/Purchased Activity date corresponds to the date the Sale Activity was entered into the database, and not any of the dates actually entered into the Sale Details area.
A Purchaser/Purchased Activity has a date range, visible when you edit it from the contact timeline (ie between when the sale is entered through to when settlement is entered). The Contact Activity date filter…
1 vote -
Contact activity property type subfilter
When I have a buyer for a block of units that are probably not for sale, I want to ring all the owners of blocks of units on my system, to see if I can convince them to sell.
So I need a list of :
All Owners of Blocks of Units (regardless of if currently for sale or previously sold or not)
I also want the list to be about the Contact (not the property) - I would like to know Owner name, residential address and phone details.Contact filter would therefore be
Activity Type > is any of…1 vote -
Filter by E-Alert sender
As a Database Administrator I want to be able to filter Contacts by
- Looking for is any of Sales (existing)
- E-Alert Status is any of Enabled (existing)
- E-Alert Sender is any of [consultant] (requested feature)
so that I can identify people who were receiving E-Alerts from a departed Consultant and manually reassign those so that the Contacts continue to receive E-Alerts from a person rather than from the default Company sender.
1 vote -
Add functionality to search and filter Relationships
Because there are different types of contact relationships, it would be very helpful to be able to distinguish between these via search filtering, and library communications.
For example;
when sending a blast/email to multiple contacts, I would like to send this only to the 'main' contact of all the sets of partners in my search results.
when composing combined Christmas letters, I want to address these only to husband/wife or partner/partner relationships, and not friend/friend or father/daughter relationships.
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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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