38 results found
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Adjust how the date is displayed for Latin America
Be able to choose the date layout for Latin America... where the days go first, then the months and then the year.
1 vote -
add confetti when a task is completed
add confetti when a task is completed
3 votes -
Improved Load Time in Tasks
When marking multiple tasks as complete, it takes a moment to load before you can mark the next task as complete. I should be able to mark tasks as complete faster that 1 every 10 secs without being forced to use the bulk task action. This is an issue I’ve experienced with the app and the web-based platform.
2 votes -
Link Task to Contact in Edit
Would like to be able to link a TASK to a CONTACT in the edit - after initial creation
3 votes -
Export Tasks to Mojo Dialer
Go to tasks and select all for the day. Have an export option to transport those names and numbers into Mojo Dialer rather than hand dial each prospect!!!
3 votes -
Add "Email" Task Type
instead of just having Call, Text, or Other, please add an Email Task Type.
4 votes -
Create Multiple Tasks Quickly (Using Enter)
It would be SO nice to just put in a bunch of tasks line by line by pressing enter. Due date and additional notes can be added after or you can default to due date today. Would be so nice to be able to just enter into a list quickly items due for today while brainstorming.
3 votes -
Sort Contacts by Tag When Creating Task
Within the function of Linking Contacts to a Task, it would be useful to search contacts by a Tag. Currently, a user is only able to Link Contacts to a Task by searching for them individually by name. I would like to create reminders to reach out to Leads that I have identified as "hot" "nurture" or "watch". I have already added those tags to the contacts but it would be tedious to add them name by name.
6 votes -
"Select All" for Tasks
I would love the ability to select all tasks vs a one by one
7 votes -
"Due Tomorrow" Filter Chip
I dont know why the tomorrow task was removed, but I used it every day to make sure I was best prepared for the next day. I would ask to bring it back.
5 votes -
Reset Task List for Opportunity Fall-Through
We need to be able to reset a Task List when an opportunity falls through and then goes back under contract. Every Task has to be manually reset right now.
4 votes -
Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
8 votes -
Add Contact Tags Column to Tasks Table
While in my Tasks page, I would like to see the Tags as an option to add in the columns. This way I have a better idea of, and can see at a glance, who the contact is, or if there are many tasks for the same group of people.
5 votes -
Edit Task Notes after Completion
On occasion I enter a note and forget to include some additional details or a client returns my call immediately. Or I enter a tast on a wrong client. I then need to add another tast/action into command which adds a second entry for the day. If there was a way to edit the interaction whether it be a call, meeting, email or text task. That would be great.
3 votes -
Sticky Filters in Tasks after Opening/Editing Task
There needs to be a way to walk through tasks, such as past-due phone calls, without having to re-select the tasks icon and re-entering the filters. Currently when in a contact all you can do is return to the contact. The back arrow returns to tasks but the filters are missing.
4 votes -
Add "Texted" to Call Interaction Outcomes in Complete Task Modal
When prospect does not answer, I usually send a text instead of a voicemail. I bet a lot of other agents do as well.
2 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
11 votes -
Use Custom Field Dates as Task Due Date Triggers
Looking for added function: Mark a checkbox with a custom field to create a task with a trigger date of X days before.
Use case: Agent (75+ deals per year) using custom important dates to send out personalized handwritten cards as the entirety of their 33 touch program. RealtyJuggler currently prompts on these custom dates a few days in advance to remind to create and send the cards.
Dates used:
Home Anniversary
Wedding Anniversary
Spouse Birthdays
Kids Birthdays
1st Day of School
Holidays
9 votes
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