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  • Brett Keppler

    Team•

    Aug 17

    @Brandi Carter - great recommendations. Will work these into an upcoming future update, hopefully pretty soon.

    • Brandi Carter

      •

      Sep 15

      @Brett Keppler Any idea when tags will be an option. We have some agents who have Spanish Speaking Clients and it would be nice to also tag the Client as “Spanish” so we don’t send them any communication in English.

      Also when we add the tag, have the tag show up on the “Transaction Party” when imported.

      • Brett Keppler

        Team•

        Sep 15

        We are about to release a new Documents page next week. Then we will be redesigning our Contacts page, to include custom fields and tags. Hopefully that will be done within 30 days - so expect them in late October. We will also be adding a widget to see notes for each contact. We are a little limited on space, so we will need to come up with a creative way of displaying multiple tags… language might be it’s own field. Still in the planning phase currently.

        • Brandi Carter

          •

          Oct 7

          @Brett Keppler Another thought also would be to add a “tag” to the transaction. We have Status changes, but to be able to also have a tag could be beneficial. For example to be able to tag it as “New Construction, Land, Spanish, Compliance Only, or the type of service we offer since we’re using it for our TC business. These are just a few examples.

          • Brett Keppler

            Team•

            Oct 9

            Hi @Brandi Carter - we have this as a future feature to build. Tags will be on Contacts as well as Transactions. Stay tuned!

            • Brandi Carter

              •

              Oct 9

              Thank you sir!