New Action Plan Settings, Automatic Inspection Items & Report

New Update Sticker for iDashboard ProductsThe team at iProperty are proud to announce a New Update to iDashboard, below is a summary of the main items that have been updated.

New Report – SMS Sent

We have release a new report found in the Office Reports section of iDashboard. This report shows you how many SMS messages originated from each employee during a given period.

New Action Plan Trigger

We have released a new Action Plan trigger for Contacts. You can now set up an Action Plan to trigger when a Contact is Created within a certain Contact Category.

Automated ‘Inspected’ Tick Box

When you add in an Open Home or Private Inspection attendee against a property the contacts inspection record will now automatically tick the ‘Inspected’ tick box.

Automated Private Inspection Prospects

When adding a Open Home attendee in against a property, this Contact/Attendee is automatically added to the Prospects List. We have now extended this feature to Private Inspection Attendees, so that when you add in a Private Inspection attendee against a property, they will now automatically appear in the Prospects list for that particular property.