Drop Down in address

[William R. DeVries]

Just a thought could it be posible to have a drop down where the realestaste name is and have like a master address where we fill it in once.
one firm here has 265 agents and i have dealt with 70 or so, now that i am typing them in one after another i am realizing how tiresome this can be for one firm.

[Dominic Maricic]

Hmm. Well the actual physical address is not needed anywhere in the program, it's just for your reference as a contact book. The only thing used in the report/program is the email address, name and company name. So if you know they are all from the same place, don't bother.

Basically what I could do is create a 'copy agent' feature which would copy one agent and then you could just change the agents name. I'm moving this to the beta & new features section for discussion,

[Bob Elliott]

My biggest problem is that all secondary addresess are listed as Agent.

It would be nice to se that section with the info revamped to something more like a spreadsheet.

[Dominic Maricic]

My biggest problem is that all secondary addresess are listed as Agent.

It would be nice to se that section with the info revamped to something more like a spreadsheet.

I'm not exactly sure what you mean Bob. Need more input!

[Bob Elliott]

Sure Dom
I would like to see the address book and client info incorporated together ,rather than separate.
The secondary address to send to should not read the title, Agent but be left open as there are times when it is going to a lawyer or some other person.

By incorporating Address and client info we would be able to cross check everything together much more efficiently.

I would love to see my fees , dates,appointments ,future and past incorporated into the program.
One stop shopping sort of speak.

[Dominic Maricic]

Ok, part of that is already on my to do list. You want the address book to include clients and agents.

As far as sending to someone other than the agent, for the time being you can forward them the client direct link that you get when you upload the report. I've added to my list a feature to include more than 2 people as contacts to email the report to.

Fees, Dates, Appointments become a bit more difficult. Since all the inspection files are treated as separate files so that you can easily move them from computer to computer, we lose a bit of control as you can save them anywhere. What I could do is work something into the save routine that every time you save inspection it stores the data you've listed. The issue would be that if you move the locations of your files (which many guys do as they sort them into month & year) and you do that from outside the program using the normal windows browser, the program can't tell where you've moved the files. You'd still have the logs though.

In a way, the online report upload service already does most of the above. As it tracks all your inspection files when you upload them, who they were for and more. I can easily add more information onto the upload service soon when I'll be adding in the payment processing features.

I got this added and see what you're saying.