Monthly Email Reminder for User-Specific Ageing Disposals

To help agents stay on top of their active listings and ensure data hygiene, it would be valuable to introduce an automated monthly email reminder that is user-specific and highlights any Ageing Disposals they are responsible for within the system.

This feature would serve two key purposes:

  1. Accountability – Encourages agents to take action on disposals that have not been updated within a defined timeframe.

  2. Timeliness – Ensures that records are regularly reviewed and reflect current market activity or updates.

The reminder should include a summary of ageing disposals, a prompt to review/update them, and ideally a direct link to each record. This will promote consistent system engagement and more accurate pipeline visibility for teams and leadership.

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Upvoters
Board

General Feature Request

Tags

Disposals

Date

7 months ago

Author

Hailey from Kato

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