Are your agents telling you they’re submitting their responses to your update requests but they’re not in the Responses table? It is likely they’re already in the Notes!
A new feature allows you to send most responses that are submitted from the AutoUpdate form, and other similar forms directly to the Notes table. In the Users table there is a field labeled ”Send Updates directly to Notes? (by-pass the Responses page)”. By setting this field to YES, then all responses from the AutoUpdate forms will be inserted into the Notes table.
This feature is most often used by people who want to look in one place for all the latest notes on a particular record. With this feature set to YES then you’ll be able to just open the Notes page to view activity and not need to also open the Responses page to see if there is anything waiting there for that client.
August 21, 2014 at 4:34 pm
I don’t want to use this feature but want to make sure I haven’t set the field to YES. I’m a little confused as to where this field is located.
I always like to read the responses and send to the referring office. In addition, if the file needs to be closed out or other action taken I like to know and that’s why I will set the field to “NO” if I can find it. ☺
Nancy Thompson, Relocation Coordinator
Berkshire Hathaway HomeServices Parks & Weisberg, Realtors
502-238-2405 – direct line
September 12, 2014 at 11:52 am
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