TASKS - ASSIGNING AND ACCEPTING - REORDERING TASK BY SETTLEMENT DATE
We have to assign tasks to individuals in the office with each transaction. Isn't there a way that they can be auto assigned and auto - accepted.
Within that same category, isn't there a way to sort in the tasks and reminders by closing date??? We work as do most agents by what is coming up first or closing soonest. It would be very beneficial if our tasks (on the email version) were in closing date order as that is how we prioritize the work day. I would think that an agent using the system would want to work in that way as well.
Can't sort alpha order either so there isn't a nice clear way of sorting that would assist us.
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yes I agree!
As an admin I assign a required preset list of tasks to my agents for a transaction - it would be nice if this were:
a.) Auto assigned to the agent selected during the creation of the transaction (or listing) and changed only if you go in and manually change it to someone else. This should also apply when a new task is created/added to an existing task list that it auto assigns to the agent.
b.) To have an auto accept feature (or at least the option to enable/disable auto acceptance in the settings) so that the agent does not have to go in and accept each task first.
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