Remove Seller's Agent From Report Send Page
m
msaltzman
Can you please move the option to send the report to the Seller's Agent in the report send page, or provide a default Report Send to whom we would like to show up on that page to send the report? With it being right next to the Buyer's Agent, there is a high chance of room for error by mistakenly sending it to the wrong agent.
ISN Product Management
Great to hear your perspective, msaltzman! I have a few more questions for you:
- Can you clarify how often this error of sending the report to the wrong agent occurs?
- Could you provide more details on how you envision the default Report Send feature to work?
- Are there any other areas in the application where you feel a similar change could be beneficial?
m
msaltzman
ISN Product Management Hi ISN! This error occurs a few times a year. Most recently, we had a situation where there wasn't a buyers agent, and only a sellers agent listed. Our inspector mistakenly sent it to the buyer and seller's agent. The seller's agent wanted to proceed with legal action, even though the report was never viewed. Our inspector team and office staff try to be extremely careful, but when things are moving quickly during the busy season, these errors have occurred. I envision the default Report Send feature to look something like this: Settings --> Interacting with my Clients and Agents --> Report Emailing Options --> "Who would you like listed on the report delivery page?" with the following checkboxes CLIENT, BUYER'S AGENT, SELLERS AGENT, PRIMARY INSPECTOR. If the company could pick and choose who is listed on the report send page, that would help significantly with any human errors. The reason why I feel this feature would be so important is that 99.9% of the time, we will never send the report to the seller's agent. They don't want a copy of the report since they'll need to disclose any/all of the findings. In the rare cases we do, we can manually enter their email into the Cc field.