I would like to see if we could have a report and a screen that could provide all the activities that happened in a defined time period in the past. For example, each morning, I would love to be able to go to a "dashboard" screen and see the events of the last 24 hrs, whether it is a new reservation that came in, someone that signed a rental agreement...
This isn't exactly that, but, if you look at your general communication history:
You'll get something not too far different, because just about every event in OwnerRez does generate an email that will appear there.
Thank you Kent - This is more geared towards emails but that is exactly what I want to avoid is going through every email to get the "critical" information.
I agree with this feature request 100%. I work in healthcare software. Imagine if a nurse had to look through every patient’s ‘chart’ (booking) to see what was new. Inefficient use of time. Instead, new items (new rx request, new appt request, new portal message, etc) are pushed to the relevant person in a dashboard. This would also solve the problem of finding new vrbo requests because they show up on your calendar.
The following items require the user to 'click through' to find them; and would be well served by this feature. Lost a booking recently because I didn't realize there would be no flag in the application for a new inquiry from the website.
There might be more than one way to 'find' these items but the requested feature would eliminate the need to 'find' them at all.
Also, am aware of the email notifications, however there are some notifications that can't be turned off, thereby rendering the emails inefficient as a way to identify action needed. And, a dashboard view is much more efficient that reacting to emails one by one. In my view an email should not be relied upon as the main source of notification for any application, that is not a failsafe way to be notified there is an action to take. Any application should have flags for important notifications.
1) new VRBO booking requests - if the guest doesn't write a message, must click through calendar to see the new booking with an hourglass symbol. Therefore daily I am flipping through my calendars month by month
2) new inbox messages have a flag, but you only see it if you click 'CRM', so I click into CRM several times a day
3) and the new one I'm adding now that I'm aware of it: New inquiries from the website don't have a flag, so i'll click through that now too
Thank you for considering this request.