
Have you ever wanted to attach multiple people to a task for a meeting, or multiple properties to a note about several properties you recently showed a client? Now you can attach multiple properties, people, or bookings to any note or task. Multiple attachments save you time and help you clearly understand who or what a particular note is regarding.
We also decided to change how the history of a particular person, property or booking is shown. Before we included any activities such as notes, emails, tasks that had to with the current item you were looking at or that where attached to any of the related items. The sum of all the activities resulted in history overload. For example if you added 5 interested people to a property, you would see all 5 of the related people’s activities and also those of the current property resulting in tons of emails, notes, and tasks that really had nothing to do with the property.
Now we only show notes, emails, tasks and web requests that are specifically attached to a property, person or booking. The new changes make the history much more relevant and save you from becoming overwhelmed sifting through hundreds of notes and tasks.
One other extra feature that we include with that changes is that now you can filter your history by category. Just above and to the right of the any item’s history there is a field for showing only those entries with a specific category. You can also use this to quickly figure out how many activities were filed under a specific category by looking at the number of matching results. So for example you can quickly get a count of how many calls where made regarding a property or how many showings you’ve made.