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Samuel Hogan
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8 votes
Hi Supporters
The Product Team are reviewing your suggestion
Samuel Hogan
supported this idea
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8 votes
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Samuel Hogan
supported this idea
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Thanks for your response.
The Contact Snapshort Report does not cover what we require.
Contact Snapshot Report Limitations:
1.
Contact Snapshot does not display ENTIRE note / timeline history.
It only displays the most recent note.
This means we cannot get a full background of the clients history on the printed sheet.
We then have to manually open the contact within the CRM, which is time consuming.
2.
Contact Snapshot does not display all of the properties the contact owns.
It only displays the contacts residential address.
If the contact is a landlord and owns 3 properties, it will only display the residential address.
When we are making phone calls, we may forget to give relevant information on certain properties, as the information is not on the report.
3.
The contact snapshot report has multiple contacts per page.
Ideally, it would be fantastic to have an option where we have one page per contact.
There are a lot of practical reasons for this.
For example, if I print off 50 contacts.
Perhaps I decide that 10 contacts will be better to call in the afternoon, rather than immediately.
So I can put aside those 10, A4 pieces of paper, and look at them in the afternoon.
Also, if someone does not answer the phone, I do not have too give that specific piece of paper back to our admin team. I can keep it on my desk until I make contact.
At this stage, the better option is to select the contacts > Library > Contact Detailed.
The Contact Detailed report is far more detailed than Contact Snapshot. Not sure why they plan to remove the library function when it's so useful to agents who prefer printed sheets.