Brandi Carter
Commented on Contacts: Tag & Pinning NotesThank you sir!Commented on Schedule a certain time for an email to go outYou rock!Commented on Contacts: Tag & Pinning Notes@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 si…Commented on Schedule a certain time for an email to go out@Brett Keppler This would be an awesome feature! 😉 Sometimes I work super early or late at night and work files in advance. It would be nice to be able to schedule the time an email goes out. It also comes in handy for people in different time zones than the client. I tell them…Upvoted Schedule a certain time for an email to go outCreated Ability to Click on Email and it auto copy or opens gmailCommented on Contacts: Tag & Pinning Notes@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 “Transacti…Commented on Search Field on Workflows@Brett Keppler You ROCK!!!Commented on Agent triggering a WorkflowTo be more specific. If we create a custom workflow for an agent and adding a secondary workflow for that agent. Could it trigger the secondary workflow or that agents custom workflow if there is a workflow tied to that agent.Upvoted Agent triggering a WorkflowCreated Search Field on WorkflowsCommented on Client Portal Defaults@Brett Keppler What @Jenna Kelly is missing in this request is having the ability to Default to the Primary Agent. We are servicing multiple agents and having to manually edit the agent that shows at the client portal. It would be nice to be able to program a default option.Upvoted Client Portal DefaultsCreated Contacts: Tag & Pinning Notes