RealWorks / REI Forms Enhancements
I have been using the Property Tree / RealWorks Integration a lot of late. There are a few things that have been missed though. I have sent a spreadsheet but have been told to put it here.
Add a contact which is a business name. Maybe add fields for this, eg ABN
Adding a new contact worked but it also inserted the next contact.
Add; Lot and Plan and Local Council fields to PT and bring over to RW
Land sold as - Freehold - Leasehold. Add two Options.
Send land area to "Area" field in Contract - text field
Add "Present Use" Field in PT - Long text
Add "Local Government" field and populate - med text
Transfer Trust Details to Trust account in Contract. If by tick box maybe.
Title Reference. Add field to PT and bring over to RW
Built on - Vacant. Add to PT and bring across
Covenants and other attachments. Probably dreaming now.
Special Conditions. List and bring over
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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