Settings and activity
41 results found
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3 votes
Hi Claire
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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3 votes
Jessica - Buxton
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2 votes
An error occurred while saving the comment An error occurred while saving the comment Jessica - Buxton
commented
Would really appreciate this feature to help with data clean up. Could it default to "sold" date, with the option to add a settlement date if we know it? Sold date is generally publicly available, settlement is generally not.
Jessica - Buxton
supported this idea
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3 votes
An error occurred while saving the comment Jessica - Buxton
commented
Hi B&D,
Got the following email response to this request (see below). Copying in case it's of use to other users...
This work around could solve the pod scenario, thank you very much!
It won't solve for data clean up of inactive team member tasks however. An example use case would be needing to bulk delete all tasks older than 2 years for all inactive team members across the network.
"Box+Dice/Inspections, Tasks & Appointments
Idea: Remove Consultant as mandatory field in TASK filters
Hi Jessica,Thanks for your suggestion. We will wait to see what other user feedback we receive around this, but also wanted to provide you with a work-around of this limitation to solve part of the issue that you raise.
If the pod team members have been added to a Consultant Group, you can select to view that group's statistics on the main Dashboard. If you then click the TASKS link in the upper left corner of the Dashboard, that will jump you to a combined view of all those team members' tasks, and you may apply further filters from there as necessary."
Jessica - Buxton
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2 votesJessica - Buxton
supported this idea
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3 votes
Hi Supporters,
We are pleased to advise that we have started development on this feature. Thank you for your help in making this happen! Look out for it in a future release.
Jessica - Buxton
supported this idea
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6 votes
Hi Meredith
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
Jessica - Buxton
supported this idea
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5 votes
Hi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
Jessica - Buxton
supported this idea
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3 votes
An error occurred while saving the comment Jessica - Buxton
commented
This would be incredibly helpful functionality for a variety of use cases.
Jessica - Buxton
supported this idea
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Jessica - Buxton
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5 votesJessica - Buxton
supported this idea
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8 votesJessica - Buxton
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Jessica - Buxton
shared this idea
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5 votes
Hi Pete
Thank you for your Suggestion!
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An error occurred while saving the comment Jessica - Buxton
commented
Yes please
Jessica - Buxton
supported this idea
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2 votes
Hi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
An error occurred while saving the comment Jessica - Buxton
commented
We'd love this, it would make things a lot easier when working through the calls
Jessica - Buxton
supported this idea
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2 votesJessica - Buxton
shared this idea
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2 votes
An error occurred while saving the comment Jessica - Buxton
commented
Agree, this is pretty critical functionality for our network as well. Thanks.
Jessica - Buxton
supported this idea
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3 votes
An error occurred while saving the comment Jessica - Buxton
commented
Any movement on this one please?
Jessica - Buxton
supported this idea
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2 votes
Hi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
An error occurred while saving the comment Jessica - Buxton
commented
Any movement on this one please? This would be exceptionally helpful with ensuring brand control across the network and our ability to assist agents with templates
Jessica - Buxton
supported this idea
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4 votes
An error occurred while saving the comment Jessica - Buxton
commented
Any movement on this one please? This is important for keeping the network aligned with branding updates.
Thanks!Jessica - Buxton
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6 votesJessica - Buxton
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1 vote
Hi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
Jessica - Buxton
shared this idea
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I would like to request a “Day of Sale” field added, either alongside or in place of the Settlement Date into the Sold by Other Section. We've noted that most data providers supply the sale date, but few record the settlement date.
We believe having this field would help us use the tool more effectively to identify how many leads are lost to competitors.