Add "Current Date" and "Trade Allowance" tokens
gathering votes
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Wade Wahy
Can we add more token options to use when in Templates? For example, I would like to add the Current Date, and Trade Allowance option to insert in the templates. At this time, I cannot add those options.
Created by Tyler Garven
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Jacob Coleman
Merged in a post:
token for allowance
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Michael Jarvis
I want a token for "trade allowance" = #Tradeallowance: There is one for #Tradepayoff#. I would like for the "allowance field" to have a token for follow up email templates
Shelby Parker
Great to hear your perspective, Michael Jarvis! I have a few more questions for you:
- What specific information should the 'trade allowance' token display in the email templates?
- How frequently do you use the 'trade allowance' field in your follow-up emails?
- Are there any specific scenarios or conditions under which the 'trade allowance' token should be used?
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Michael Jarvis
Shelby Parker
1.Trade allowance can be used a reference tool when emailing a client. This would be good for follow up emails and text.
- Everyday for follow up emails, I have created templates this will help for follow up emails
It would also help is Genesis could also mention the allowance in the future.
- I am in the Acquisitions department, it would help if I could load the system with the Trade Allowance during the pre-inspection appraisal and I can update the sales teams templates so they can use it for faster follow up.
Currently I pin it in the notes for referencing.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Wade, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Wade Wahy! Following up on this:
- What specific templates are you looking to use the Current Date and Trade Allowance tokens in?
- Are there any other token options you would find useful besides Current Date and Trade Allowance?
- How frequently do you update or use these templates that would require the new token options?