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Enhanced lead manager This is a forum for discussion of the "enhanced" version of the REW CMS 2.0 lead managemer. This is not included in previous CMS 2.0 installs and is still in beta - you would know if you had it as you would be a beta tester.

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  #1 Hey All!  
Old 06-18-2009, 01:21 PM
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Default Hey All!

I've been making lots of progress lately with fixes the beta issues and improving things a lot along the way!

Thank you all for being diligent with reporting your issues, it's helped a lot with these fixes.

Just wanted to post this as a heads up that a lot of fixes and improvements were made this week (as i'm sure you've noticed) and things are working great!

Fixes I make during the day are patched on all the beta sites each night, so ofcourse.. Clear your cache and enjoy!

With the release date getting closer, I want to be sure that you're all using the new system successfully and finding everything a bit faster, easier, and just plain better to use!

Cheers!
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Last edited by REW Michael; 06-18-2009 at 01:24 PM.
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Old 06-19-2009, 11:29 AM
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Default Re: Hey All!

Thanks Michael...

Bug- When viewing an agent's action plan and you click one of Show: Completed (0) Uncompleted (1) All (1) then the heading changes from 'task details' to just 'details' and then when you click 'view all time' it goes back to 'task details'. It should be consistent.

Question- Should 'view all time' show future tasks? It doesn't right now. Not sure if it should.

Minor Feature Request- Can we got a sort-order (like alpha by first name) on the 'manage agents' page and the various 'assign to agent' drop downs?
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Old 06-19-2009, 11:46 AM
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Default Re: Hey All!

Another Question-

If admin user creates a group and a drip campaign for that group
then the admin assigns leads to that group
then the admin assigns those leads to other agents
will the drip campaign still go out to the admin's group
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Old 06-19-2009, 05:59 PM
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Default Re: Hey All!

Quote:
Originally Posted by Portland Real Estate View Post
Bug- When viewing an agent's action plan and you click one of Show: Completed (0) Uncompleted (1) All (1) then the heading changes from 'task details' to just 'details' and then when you click 'view all time' it goes back to 'task details'. It should be consistent.
This is working properly.

Quote:
Originally Posted by Portland Real Estate View Post
Question- Should 'view all time' show future tasks? It doesn't right now. Not sure if it should.
This is now working properly.

Quote:
Originally Posted by Portland Real Estate View Post
Minor Feature Request- Can we got a sort-order (like alpha by first name) on the 'manage agents' page and the various 'assign to agent' drop downs?
I've added the column sorting to the manage agents table.

All other beta sites will be updated shortly.
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Old 06-20-2009, 10:31 AM
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Default Re: Hey All!

Originally Posted by Portland Real Estate View Post
Bug- When viewing an agent's action plan and you click one of Show: Completed (0) Uncompleted (1) All (1) then the heading changes from 'task details' to just 'details' and then when you click 'view all time' it goes back to 'task details'. It should be consistent.
This is working properly.

I am still getting both when I click back and forth between 'view all time' and 'completed, uncompleted, ...' and clicking 'a date on the calendar'

And I did clear my cache first...

Thanks for fixing/adding the other two requests.
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Last edited by Portland Real Estate; 06-20-2009 at 10:37 AM.
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Old 06-22-2009, 10:09 AM
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Default Re: Hey All!

Thanks Jay!

This is now fixed on your site. I updated the 2.5 code but didn't update all the beta sites on Friday.
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Old 06-22-2009, 10:48 AM
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Default Re: Hey All!

Michael,

Everything is coming along great and the site seems to be working really well.

Thank you for all of your hard work.
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Old 06-22-2009, 11:12 AM
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Default Re: Hey All!

Thanks Ryan!

And thank you all too for the great beta reporting.
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