Have "Agent" as a Filter Option When Viewing Transactions
As an independent TC it would be really helpful to be able to filter the transactions view by a particular agent.
Amy Watson 1 day ago
Have "Agent" as a Filter Option When Viewing Transactions
As an independent TC it would be really helpful to be able to filter the transactions view by a particular agent.
Amy Watson 1 day ago
Add a Duplicate or Copy/Paste Option within Email/SMS Tasks within Workflows and within Individual Transactions
For Email & SMS specifically, it would be such a timesaver to duplicate or copy & paste email and SMS tasks. The body isn’t terribly cumbersome to copy and paste but it feels cumbersome to reselect which roles will receive each email over and over again. It would be most ideal if this could be used to create preceding tasks and dependent tasks too.
Adrian Thomas 11 days ago
Add a Duplicate or Copy/Paste Option within Email/SMS Tasks within Workflows and within Individual Transactions
For Email & SMS specifically, it would be such a timesaver to duplicate or copy & paste email and SMS tasks. The body isn’t terribly cumbersome to copy and paste but it feels cumbersome to reselect which roles will receive each email over and over again. It would be most ideal if this could be used to create preceding tasks and dependent tasks too.
Adrian Thomas 11 days ago
Allow smart tags in the Task Name
I was previously able to do this when email tasks were allowed to be shown on portal. It was super nice to be able to add a smart tag for closing time, etc. It takes up less space in the actual portal view so you can fit more in without having to scroll as much.
Adrian Thomas About 2 months ago
Allow smart tags in the Task Name
I was previously able to do this when email tasks were allowed to be shown on portal. It was super nice to be able to add a smart tag for closing time, etc. It takes up less space in the actual portal view so you can fit more in without having to scroll as much.
Adrian Thomas About 2 months ago
Add an "active" filter box within the History tab so we can also enjoy this wonderfully compact view active tasks too.
Even though it’s a history tab, the compact view is so nice, I’d love the option to click “active” to see the entirely of tasks remaining in addition to completed.
Adrian Thomas 2 months ago
Add an "active" filter box within the History tab so we can also enjoy this wonderfully compact view active tasks too.
Even though it’s a history tab, the compact view is so nice, I’d love the option to click “active” to see the entirely of tasks remaining in addition to completed.
Adrian Thomas 2 months ago
Picky Request - Profiles that don’t have a photo uploaded
The Client Portal is so pretty which is a great thing, but the person icon nekst to the contacts that don’t have a picture loaded makes it look sort of unfinished. Would it be possible to either show 1-nothing there 2- a square outline with rounded corners that matches the formatting of the other contact photos and has initials or 3- A minimal icon in a matching square outline with rounded corners that relates to their role? Ex: Attorney - scale icon, Lender-bank icon, Buyer- Key Icon, Seller- For Sale Sign? Just something that looks as intentional as the rest of the aesthetic. My ADHD send me on a journey to google image search their logos, pics, etc but that turns into a time suck. Perhaps, in the custom roles settings, there’s an option to uses to upload a default pic or role (if they even care), but then also having he option to add actual headshots for people later if you have them. 😬
Adrian Thomas 3 months ago
Picky Request - Profiles that don’t have a photo uploaded
The Client Portal is so pretty which is a great thing, but the person icon nekst to the contacts that don’t have a picture loaded makes it look sort of unfinished. Would it be possible to either show 1-nothing there 2- a square outline with rounded corners that matches the formatting of the other contact photos and has initials or 3- A minimal icon in a matching square outline with rounded corners that relates to their role? Ex: Attorney - scale icon, Lender-bank icon, Buyer- Key Icon, Seller- For Sale Sign? Just something that looks as intentional as the rest of the aesthetic. My ADHD send me on a journey to google image search their logos, pics, etc but that turns into a time suck. Perhaps, in the custom roles settings, there’s an option to uses to upload a default pic or role (if they even care), but then also having he option to add actual headshots for people later if you have them. 😬
Adrian Thomas 3 months ago
Add option to edit contact or copy Transaction Party Contact Info within the Mobile App Transaction
I would like to click and make edits from here or be able to copy any contact details to paste elsewhere. I know we can use icons on the right to call or text, which is helpful but more often I’m just using to grab or correct info and then share without having to go into contacts section separately.
Adrian Thomas 3 months ago
Add option to edit contact or copy Transaction Party Contact Info within the Mobile App Transaction
I would like to click and make edits from here or be able to copy any contact details to paste elsewhere. I know we can use icons on the right to call or text, which is helpful but more often I’m just using to grab or correct info and then share without having to go into contacts section separately.
Adrian Thomas 3 months ago
Add a Global Doc Inbox
I’d like to have an option to have one email I can send documents to in NEKST that serves as an inbox until next time I got in. Then once logged in, be able to move the doc to the appropriate transaction with a couple clicks and also with with option to make it visible in the portal at the same time so it’s not an additional step later. Also, would it be possible to have a notification within the list of Nekst docs if an attempt to email a doc to the transaction failed, maybe a reference to the file name or anything? I know we get the email autoresponder but something within the workspace would be nice too!
Adrian Thomas 3 months ago
Add a Global Doc Inbox
I’d like to have an option to have one email I can send documents to in NEKST that serves as an inbox until next time I got in. Then once logged in, be able to move the doc to the appropriate transaction with a couple clicks and also with with option to make it visible in the portal at the same time so it’s not an additional step later. Also, would it be possible to have a notification within the list of Nekst docs if an attempt to email a doc to the transaction failed, maybe a reference to the file name or anything? I know we get the email autoresponder but something within the workspace would be nice too!
Adrian Thomas 3 months ago
❗️ Add a checkbox where the other are within each task (Key Date, Roadmap, etc) that says "Hide from List" or something like that. Ex: I have various tasks tied to my Earnest Money Due Date, but I don't need to see that date on my screen once all of my actionable tasks are set up; but if I complete it to get it out of view currently, then my child tasks will start firing off and it will show a checkbox on the roadmap. I'd like many of my tasks out of site but not yet completed.
Adrian Thomas 3 months ago
❗️ Add a checkbox where the other are within each task (Key Date, Roadmap, etc) that says "Hide from List" or something like that. Ex: I have various tasks tied to my Earnest Money Due Date, but I don't need to see that date on my screen once all of my actionable tasks are set up; but if I complete it to get it out of view currently, then my child tasks will start firing off and it will show a checkbox on the roadmap. I'd like many of my tasks out of site but not yet completed.
Adrian Thomas 3 months ago
Add Option to "Attach all Docs Visible in Client Portal" to an email.
It feels cumbersome to make sure I’m including smart tag for the exact doc I need to attach. Alternatively, if I could have multiple docs under 1 label, that would be helpful. I could then include a line like “All new amendments (if applicable) are attached below”. I’m not sure if these are the right solutions, but hopefully this helps paint picture of the pain point so you can find the appropriate solution:)!
Adrian Thomas 3 months ago
Add Option to "Attach all Docs Visible in Client Portal" to an email.
It feels cumbersome to make sure I’m including smart tag for the exact doc I need to attach. Alternatively, if I could have multiple docs under 1 label, that would be helpful. I could then include a line like “All new amendments (if applicable) are attached below”. I’m not sure if these are the right solutions, but hopefully this helps paint picture of the pain point so you can find the appropriate solution:)!
Adrian Thomas 3 months ago
Add the option to have a Client Portal Link in the Transaction Task Page. Not super attention getting, but quickly accessible. If the format matched the look of Pending Buyer just below the Transaction Name, that would be fab!
Adrian Thomas 3 months ago
Add the option to have a Client Portal Link in the Transaction Task Page. Not super attention getting, but quickly accessible. If the format matched the look of Pending Buyer just below the Transaction Name, that would be fab!
Adrian Thomas 3 months ago
Quick View of Linked Dates
I’d love if all the linked detail boxes/tasks dates could be included in this little window! Out of site, but easily referenced while I’m working through task list! “Closing Date 11/15/25”, etc. Just something minimal!
Adrian Thomas 3 months ago
Quick View of Linked Dates
I’d love if all the linked detail boxes/tasks dates could be included in this little window! Out of site, but easily referenced while I’m working through task list! “Closing Date 11/15/25”, etc. Just something minimal!
Adrian Thomas 3 months ago
Child/Dependent Task Due Dates - Need more options
Current options - Choose X number of days after Parent Task is Completed. Recommended Options: Child Task “Appears/Activates” once Parent Task is Completed; however, its due date is based on the original due date of the parent task. Ex: Let’s say Due Diligence is still technically active, but any Amendments have been signed off on and it’s essentially wrapped up. I would like to get the ‘Due Diligence ends’ task off my list, but I don’t want emails for my next phase to trigger until the Contingency Period has officially ended which may still be several days away. So, being able to choose that child task is due X Days after Task (1) Due Date or (2) Completion Date would be amazing! There are several semi-standard emails I could set to auto-send if this was the case. I think I put this in a separate request, but I would love to have the option to hide/filter out sms/email tasks that are set to auto-send. Then all of this is off my visual plate and ideally I wouldn’t have any lingering ‘past due’ tasks counting towards my numbers. Hope that makes sense!
Adrian Thomas 4 months ago
Child/Dependent Task Due Dates - Need more options
Current options - Choose X number of days after Parent Task is Completed. Recommended Options: Child Task “Appears/Activates” once Parent Task is Completed; however, its due date is based on the original due date of the parent task. Ex: Let’s say Due Diligence is still technically active, but any Amendments have been signed off on and it’s essentially wrapped up. I would like to get the ‘Due Diligence ends’ task off my list, but I don’t want emails for my next phase to trigger until the Contingency Period has officially ended which may still be several days away. So, being able to choose that child task is due X Days after Task (1) Due Date or (2) Completion Date would be amazing! There are several semi-standard emails I could set to auto-send if this was the case. I think I put this in a separate request, but I would love to have the option to hide/filter out sms/email tasks that are set to auto-send. Then all of this is off my visual plate and ideally I wouldn’t have any lingering ‘past due’ tasks counting towards my numbers. Hope that makes sense!
Adrian Thomas 4 months ago
Make child tasks collapsible with simple right click.
Removing the visual clutter and creating space for other tasks below it that are actually already due would be SO HELPFUL!
Adrian Thomas 4 months ago
Make child tasks collapsible with simple right click.
Removing the visual clutter and creating space for other tasks below it that are actually already due would be SO HELPFUL!
Adrian Thomas 4 months ago