These are great updates, but I can’t seem to see where we can make all those modifications. e.g. If I want to send them to my website, it used to give me the option…now that option seems to have disappeared. Is it just me? Thanks in advance for your help.
Mike
When I add an additional email address to get a copy of the contract email it does not send?? I always send myself a copy of the contract . Sent a contract yesterday and I didn’t get the copy so I hit resend and added my email again a few minutes ago and I am still not getting it…now I’m wondering of the client is getting it as well
So we have to automatically change every message being sent to each client? Is there a way to edit a template that will automatically input info to a message to the client? Something like what used to appear with the NACHI information but now we can customize it to have more of a personal feel directed towards our individual businesses? A template editor similar to what we already have to edit the agreements with a drag and drop system would be ideal.
Love the online agreements! In the perfect, happy world I would like the ability to customize the look of the online agreement to match the look of the .pdf agreement that I email to clients. I would like to add a banner at the top with my logo and company info. Apparently what loads now is the logo I have uploaded in my NACHI profile. Can a different logo be added? I would like to change the font and the size of the text and “bold” sections as well. And center portions of the agreement. Can an HTML editor be added similar to what is at the top of this “quick reply” box? Is any of this possible? Should I stop asking questions now? Thanks for all of your hard work!
Tyler: Several people have asked for that functionality. I’ll be adding that in shortly, and I’ll announce it on the board.
Toby: The agreement input will accept any HTML code (to add pictures or change the font size). We want to add a WYSIWYG interface to make style/banner/logo changes easier, but I haven’t found one I like yet. I’ll look around again!