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November 8 2021 Update
November 8 2021 Update

Notes, Transactions Table, Your Own Colour

Michael Heavenor avatar
Written by Michael Heavenor
Updated over 2 years ago

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Notes ๐ŸŽต

We are happy to announce that both Tasks and Transactions now have Notes!

Now you can easily add more relevant information to your Task, especially when you need to delegate it to a team member.

There are more improvements coming to Notes soon, so stay tuned...


Transactions Table

The Transactions Table (viewable on Desktop) now has additional information so you can quickly see what is important without opening each Transaction.

  • The Completion and Possession dates are now displayed as table columns for "Firm" Transactions.

  • When working as a team, the Transaction owner now has it's own dedicated column. This new column is for all Transaction types (Conditional, Firm, Completed)


Color Changing

You have long been able to set your team members' colours in Settings, but not your own. To the relief of our users who got randomly assigned an unfortunate colour, you can now change your own colour! Simply go to Settings -> My Team to change your colour.

Reminder: Setting your own colour or your team members' colours only affects how they appear to you; your team members may have assigned a totally different colour for you in their Settings.


Summary

  • Notes are now available on Tasks and Transactions

  • Transactions Table on Desktop shows additional information

  • You can change your own colour

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We are constantly striving to improve the awesomeness of Reach CRM for you agents. We always value input and feedback as we work to build the most powerful (yet simple) Real Estate tool.

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