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Hi Simon,
We are currently working on updating the 'Requirements' section of proptrack, however currently, you are able to add a requirement against a buyer (for example 2 bed 2 bath 100k and select and area on the map. You can then assign a schedule to this requirement and then each time a property is added to proptrack and ...
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Hi Simon,
I have checked into this with the Development Team, this is infact true, currently there is a limit to the amount of information that can be inserted into the requirements notes field.
This will be changing over the coming months, and will be sent out in an email confirmation for the new updates to proptrack and what has changed ...
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You are correct in the way that you want to add requirements for a buyer by clicking on the contact that you want to work with. Within the contact, click on 'add reuqirements', and the requirement details, pricing etc, and then finally the requirement notes.
I have tested this and you are correct, it deletes off the last section, I ...
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Hi Nicole,
You can set this up so that proptrack does it automatically for you with 'property alerts'.
When you have added a buyer, click on the buyer name to take you to the record. Add a requirement for the buyer by clicking on the '+Add Requirement' link on the Right Hand side, and add the requirement for the ...
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Hi Edwin,
We have added this to the feature request list for discussion and possible inclusion into a future release of the software.
Many thanks.
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