I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...
We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
Hi folks! The XD team has been working on some new designs for finding and processing customer information.We would very much appreciate it if you could take these two tests or only one if you don't have time for both to give us your feedback. In the...
