Have feedback or a feature recommendation to request?
Documents showing on Client Portal
When previewing the portal, the document titles don’t seem to show up clearly until I hover over them. Is this a setting that we need to change on our end? If so, would you be able to tell me which branding needs to be edited?
Text Message Length
I would love to see the number of characters being tallied on the creation of the text message. I never know if the text message is too long or not until I click to see a preview
Team members accessing workflows
It would be nice to have a transaction coordinator create and access files without having access to the workspace templates. Templates take time to create and having the ability to mistakenly make changes and not knowing it is can be very frustrating.
Ability to Click on Email and it auto copy or opens gmail
It would be amazing if we could do one of the following: Click on an email and it automatically copy the email address when we need to send one-off emails Have it open up our Gmail automatically to that person's information populates and it’s ready to go Create the auto email task where it automatically selects who it's from based off of who's logged in and then selects the two based off the email address we click See video link for further explanation - https://www.loom.com/share/23ad711ffc1544b9b6dd64553756ffbe
Option to Add comment by just pressing "Enter" in addition to option to click on "Add Comment".
Small change but would feel more intuitive and fast:)
Zip Files being sent through Nekst Emails
We would love to have the ability to attach Zip files to certain emails that we send out. Is this something that can be done?
Individual Detail Box Toggle to View/Hide within the Individual Transaction
I have a ton of long detail boxes that I use to collect all the data that I can in the contract so that I can reference or merge into an email without having to pull the contract and get the specific language, etc; however, it clutters up my view in the details page. I LOVED when the “hide empty boxes” option was added as well as the show completed tasks, etc. If I could toggle hide/show for some of the items below, that would be magical and could encourage other users to get creative with all of the details the AI reader can pull! Examples: “Items Remaining with the Home”. AI reader pulls this, which I love. I can merge it into an email reminder or task, but I don’t want to see this big list in the details page. “Listing agent brokerage address, license #, etc”. I love having the option to pull this additional info during the AI read because it saves me time when drafting amendments, etc, later, but I don’t need to see this in my list. "Termite Requirements Language”. I have detail boxes for this as well as things like “soil/perc test language”, “structural engineer language”, “well language” and the list goes on. Yes, this language is usually in the special stips and I am already pulling the special stips language in, however, the timelines that all of these things are due are different so I have various email tasks grouped in my workflows to go out 7 days prior to any of these coming due with a little blurb showing the contract language. For termites - it may just be a letter that’s needed. It may be a warranty. Seller or buyer may be paying, etc. It’s easier to just plug in that little paragraph into the email so no one has to look back at the contract; however, they take up a ton of real estate in the top section of the details page.
Add Option for Checklists to be visible on the portal)
This was requested during one of the trainings and I like the idea! Maybe it could be a One Click with a Pop Up view similar to the Notes view within the Global Transactions List Dashboard if the concern is that these would make the tasks too long.
Add ability to complete key date tasks in the banner view without having to open the task, mark complete, update, close task.
I’ve noticed users intuitively trying to click the little circle icon at the top of each task in the banner view because it seems like that would complete the task. I submitted this request previously, but it was buried in a larger request that is no longer needed so I made a fresh one for this:)
Search Field on Workflows
Would it be possible to add a search field to the workflows? With our workflows being extensive, if there is a task that needs to be updated, it would be nice to be able to search to find the task that needs to be updated or determine if it’s not there. We work in multiple states, so an update in 1 state may also need to be updated in the next state and it would be easier to search for a task vs having to hunt to see if the task is there.
Buyer out of the country
I have a buyer who is located in Bolivia, so his address & phone number are out of the country. How can we add this info to the contact card?
Repeating Tasks
Is there an Option to do a Repeating Task? For instance, if you wanted to check on something a few times before it’s truly done, is there an option to have a task repeat once it’s closed, and then reopen the task?
Agent triggering a Workflow
When you add an agent to a transaction, is there a way to link a workflow to that agent and trigger a workflow
During Transaction Step of the Transaction Launch, I'd like to also have the split screen showing the contact so I can copy/paste additional contact info into the contact prior to launching
EX: I have a role for Earnest Money Holder. It’s usually the buying brokerage that is holding it. In this example, that is Benning Realty. The only reference to this holder (if it’s one of the brokers) is on page one of the contract so it pulls that info in as a contact. Upon my review, I know that we have the full contact for that broker in the signature section of the Contract so I’d like to be able to easily copy that addition info (email/phone/etc) when I’m adding in Benning Realty as the Earnest Money Holder during the contract launch, rather than having to Launch Transaction, Open Docs, Open Contract, Find this Info, Copy, then go to Transaction Parties, Open Benning Realty Contact and Paste this additional info into the contract. Right now, I use Transaction Detail Boxes to Grab some of this info in bulk so that I can copy from the contract and put it in a detail box, but it is somewhat repetitive to pull it here just so I can more easily add to a contact after the fact. Bonus: It would be awesome to have access to the Contact Note field at this phase too! Just in case there is additional you need to sift through a bit before you decide which phone number is the cell VS the office, etc. Maybe there are two HOA contacts and you likely will only need one. I’d love to quickly copy that info and put in a note with this contact that way once my transaction is launched and urgent items are covered I can come back to this, review note, pull what’s needed, without having to separately open the contract again and look to see if this additional info was actually in there, just not in an obvious place.
Bringing Groups Into Workflow
We would love to see the ability to add a group after the fact. We’ve had agents/clients “change their mind” after we have already been into a transaction for a while.
Contacts: Tag & Pinning Notes
It it would be nice to have the ability to add tags to our contacts and to have the ability to pin notes. See video https://www.loom.com/share/937a1485a5af4686a3c81ca72e366002
Is there a way to add a yes/no flow chart within a workflow
Meaning... if the answer is "yes", then these tasks will apply. If the answer is “no” then these tasks will apply. Hopefully this makes sense. I think this would help a lot do eliminate having so many groups and workflows
Client Portal Defaults
I would love to have the ability to have default settings for the client portal. I’m having to go in for each transaction and click the same boxes each time. I’d love for it to be the same across the board