Open fredericalpers opened 5 months ago
@yeneastgate would you be able to post the video again? Somehow it was gone while I was watching it. And now it doesn't even show in the "edited" section..
@fredericalpers I have found some issues during retesting it. I will send you the demo videos again asap
@fredericalpers Currently, we are implementing Agent Log based on Propform's mechanism with the following main cases:
Also, there are two cases which are not in the Propform. Please confirm for me these two cases below:
Case 1 & Case 2: 👍
Case 3:
When submitting duplicated form with the same email, two similar activities are created https://files.fm/u/fdq3qn82as#/view/rkhyvp4b2r
All activities have to be logged in the agents log when activated. Duplicates or very similar entries can happen.
Case 4:
When submitting contact form added in the estate detail page, the activity is saved as in the normal form https://files.fm/u/56z4eq9fby#/view/xmzh8ye4tv
If our customers want to have different activities logged for the contact form on the detail page, they will have to create a second contact form that's only used on the detail page.
Vorgezogen auf 5.2
Optional writing of activities in the agents log with plugin forms & fields.
Introduction
Currently, activities are only written for a few forms/fields in the agent log. In order to make the form functionalities more appealing and bring them to a higher standard, we would like to expand our forms.
User Story
As a real estate agent, I would like the forms on my website, which I have integrated via the onOffice for WP-Websites plugin, to be able to automatically create entries for addresses and properties in the onOffice agent log. To do this, I need an enhancement of the plugin that allows me to enable or disable automatic entries and specify which information should be used. The use of the existing/possible fields from onOffice enterprise is essential. In addition, I would like a visual interface in the plugin backend that allows me to configure these settings easily and intuitively for each form.
Requirements / Tasks
Design / Screenshots