Touchbase Reports and Send notice features even more flexible plus much more

Touchbase Reports and Send notice features even more flexible plus much more

We've been hard at work on some improvements to our app

  • Date and time added to feedback sent to seller
  • Day of week shows in active inbox list
  • Generate personalized reports - between 2 people
  • Send notice: 
    - add an external contact
    - add another member of the board manually
    - possibility to add vendor 
  • Allow 4-year non-retroactive report
  • Authorize visit request up to 4 weeks in advance (for participating boards)

A) Date and time added to feedback sent to seller

B) Day of week added in active inbox list

C) Generate personalized reports - between 2 people

Click on the report section and choose ‘’with a specific contact’’

Enter the name of the contact and fill in the required fields

Display report or export report

D) Send Notice

1- add an external contact, 

click on: My listings /  the listing / send notice /  add a recipient

Click on New contact, fill in the required fields and SAVE at the bottom

2 - add another member, 

click on: My listings /  the listing / send notice /  add a recipient / Search for a member

Enter the beginning of the name and the whole name will come up. Click on it and the name will place itself in the appropriate field

Click on Add

The name of the member you added is now in the list of names in Send notice..

If you decide to delete that name, you can use the bin to remove that name.

3 - add the seller

click on: My listings /  the listing / Seller details 

Fill in appropriate fields including email and Notice on property ‘’Yes’’ in the notification grid.

The seller’s name is now in the list of recipients for the Send notice.

To change the settings for him not to receive those types of messages anymore, you will need to access the Notification grid in Seller details and turn the notice on property in the notification grid back to ‘’No’’

E) Reports over 4 years non retroactive

All the reports will be available for 4 years instead of 2 , you can already select the starting date of your reports as far back as the 8th of November 2020

  • Click on the report section and choose your preferred report 
  •  fill in the required fields
  • Display report or export report

F) Possible to request visits up to 4 weeks in advance (board choice)