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Mandatory field for property owners name in invite

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  • Mandatory field for property owners name in invite

Mandatory field for property owners name in invite

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helenj
helenj
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‎24-01-2020 10:39 AM - edited ‎24-01-2020 11:23 AM

‎24-01-2020 10:39 AM - edited ‎24-01-2020 11:23 AM

Mandatory field for property owners name in invite

I received many invites to workspace where the name of the property owner has not been included; therefore I spending a lot of time searching records to find who the invite refers to. 

My suggestion is to make a field in the invite where the property owner is mandatory or auto populated in so it can not be deleted; especially for Caveats. This would save time.

Category:
  • All State
  • Banks and Financial Institutions
  • Document Preparation
  • Financial Settlement
  • Lodgement
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Marty
Marty Star Employee
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on ‎24-01-2020 12:07 PM

on ‎24-01-2020 12:07 PM

Re: Mandatory field for property owners name in invite

Hi @helenj,

Thanks for the feedback. When you're invited into a workspace to represent the vendor, their name is listed in the 'Client Name' field.

However, I can see that when you're invited into a workspace to withdraw a caveat, only the caveator is listed and not the vendor. I'll add this to our to-do list.

Thanks again!

Martin

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