Why not Invite SettleMe from PEXA workspace?

[DMc]

Why not automatically offer to invite the Buyer(Incoming Proprietor) & Seller(Registered Proprietor) by email &/ SMS once the Workspace if at a certain point. 

Suggest the Admin user could determine the default point. Whilst also enabling the PEXA user to send invite &/ reminder for each workspace.

The invite option could also extend to other interested 3rd parties...

[KrystleKocik · Accepted solution]

Hi @DMc,

That is a super idea!  We considered this early on but wanted Practitioners to get a feel for the product first.  We are now getting real momentum with SettleMe so your idea is a great reminder.  I'll add this to our product backlog and start working on it!

Thanks!

Krystle

SettleMe Product Owner

[MeganTenn]

Even if we could add an additional tab to the bottom of the list within the workspace once the buyer/seller has joined SettleMe that would link the practitioner directly to the SettleMe web page so they can update tasks, or even be able to update tasks directly for the SettleMe tab.  

Practitioners hate using multiple pages and programs to complete tasks, anything that can combine them all together would greatly improve their user experience.