Making notes on a PEXA Invitation prior to accepting

[MichelleWhite]

Hi there, it would be handy if there was the ability to make notes in the Invitations section of PEXA before the invite is accepted, ie awaiting finance approval, matter unconditional.  

It would also be handy if notes could be made in actual workspaces to save additional task dates in our software/outlook and going back and forward between PEXA and the conveyancing file.  Such as DOLine completed - verify stamp duty, loan number received, etc

[ChrisL]

Hi @MichelleWhite

Thanks for your suggestion.

We'll discuss this as part of our teams review of enhancement requests. 

Regards

Chris 

[Marty]

Hi @MichelleWhite,

Sorry for the delayed response.

On your first suggestion, would these invitation notes only be visible to you or the sender of the invitation?

As for notes in the workspace, we don’t plan on providing such a facility any time soon. But we are looking into the ability for you to add your own tasks on top of the ones already generated by PEXA.

Thanks,

Marty