retired agents
L
LJonas
just add "retired" as a category, with one checkbox to tic that turns off notifications and inclusion on lists, unless specifically included. we have many agents in our mailing list that are "inactive" but we still want to include the. Since we have so many agents and agencies on file, and a large area we cover, the process to keep agent lists current is already cumbersome - to have so many steps to remove the retired ones from mailings, but retain their information is overwhelming.
ISN Product Management
Great to hear your perspective, LJonas! I have a few more questions for you:
- Can you provide more details on how you currently manage retired agents in the system?
- What specific features or functionalities would you like to see for managing retired agents?
- How would you like the system to behave differently for retired agents compared to active ones?