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Thread: Suggestion: Latest Notes First and Names

  1. #1
    Join Date
    Sep 2005
    Location
    Houston, TX
    Posts
    2,132

    Default Suggestion: Latest Notes First and Names

    Just a quick suggestion, and I'd like to get everyone's take on whether they'd like it or not.

    Do you think it would help you if, in the lead manager under the notes tab for a lead, the following two features were added:

    1) The notes were sorted in the latest note first (newest)
    2) Each note included a name tag of the person that entered it

    Just making a wish list of the things I'd like to eventually customize.
    Steve Castaneda, Realtor
    Keller Williams Realty

    I can help you find houses for sale in Houston and also write at this blog dedicated to real estate technology for agents. I originally created this Houston Real Estate site and switched to REW - awesome decision.

  2. #2
    Join Date
    Feb 2005
    Location
    Orange County, Ca
    Posts
    2,181

    Default Re: Suggestion: Latest Notes First and Names

    Quote Originally Posted by RESteve View Post
    1) The notes were sorted in the latest note first (newest)
    Yes, definite helps, especially once you have dozens of notes, send to a friend, inquires, etc. Also, we had it changed so the add the note box is at the top so you don't have to always scroll to the bottom to add a new note.
    2) Each note included a name tag of the person that entered it
    Since it is already assigned to an agent, if I add a note, I just put my name at the beginning of whatever I add as a note.

    #1 is a quick programming task. A must have, IMO.
    Welcome to your guide to Orange County, Ca Real Estate and MLS Search, and the home to the world's best climate at San Clemente Real Estate where you can enjoy luxury coastal living with a beach close lifestyle.

  3. #3
    Join Date
    Aug 2007
    Posts
    474

    Default Re: Suggestion: Latest Notes First and Names

    What about adding more description to the different forms a user fills out, besides "Form filled out" for each one?

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