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Box+Dice

Box+Dice

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82 results found

  1. 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.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  2. 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 vote

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