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Licence Type Required VS Licence Type Held #10115

Open GoYuno opened 12 months ago

GoYuno commented 12 months ago

Related ticket now closed - #9888

We requesting 'Licence Type Required' as a new data point, currently the data point you reference is 'Licence Type Held'.

If there is both the client can report on discrepancies between what they hold and what they now need.

Example

Property 123 Compliance Road, London. Has a selective licence - there is a tick in licenseRequired and the licenseType is Selective A new additional licence scheme comes in the area - there is a tick in licenseRequired but as the selective licence is in place then to the client everything is fine but it is as a it needs an additional licence.

github-actions[bot] commented 12 months ago

Thank you for raising a feature request. Feature requests will be prioritised in accordance with our roadmap, customer and developer priorities. This request will be reviewed in our weekly refinement sessions and assigned to a specific project board or column, depending on the nature of the request and the development work required. For more information on our processes, please click here

plittlewood-rpt commented 12 months ago

Hi @GoYuno please can you let me know which customer you are working on behalf of. We'd need to get this logged with our desktop team as there's nowhere in our CRM to do this right now. To ensure I understand you correctly, you are effectively wanting to add a second licence type to a property so that you can mark a property as needing an additional license (on top of the one that's already selected). Is that correct?

github-actions[bot] commented 12 months ago

As this issue relates to AgencyCloud, we are unable to process this through the Platform in accordance with our Developer Processes. Issues relating to AgencyCloud should not be submitted via the Foundations GitHub repo but should be raised via the Reapit Service Desk by a Reapit Customer. Please ask a Reapit Customer to raise this issue via the Reapit Service Desk. For more information on our processes, please click here

GoYuno commented 11 months ago

@plittlewood-rpt Sorry i missed this, and yes thats correct.

plittlewood-rpt commented 11 months ago

HI @GoYuno thanks - which customer are you working on behalf of please so I can attach that info the request.

GoYuno commented 11 months ago

Savills but will be a feature for all our clients please

plittlewood-rpt commented 11 months ago

Thanks - I've logged this internally with reference PBI-5241. If you can provide any additional information that might help our product team triage the request (who at Savills you're talking to, if there's a real world example where this has happened and in what area) this would be great. Please email any sensitive information to sinfo@reapitfoundations.zendesk.com with Ref 10115 in the subject line.

GoYuno commented 11 months ago

Hi Peter,

I have email sensitive info as per your request.

Problem

You have 100 selective licences.

An additional scheme comes in.

50 out of 100 of them need additional licences.

Currently the Reapit system is set to Licence required 'Yes' and Licence held Type 'Selective'.

So there is no way to flag or report on the fact the 50 of them required additional licensing, meaning huge risk for the client.

Solution Have a Licence Type required field to compare against.

Best Paul

Paul Conway

Founder & CEO of Yuno

020 3848 2205 | 07701370756 | goyuno.com | @.***

Reach UK Class of 2023 and Member of The Lettings Industry Council.

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Thanks - I've logged this internally with reference PBI-5241. If you can provide any additional information that might help our product team triage the request (who at Savills you're talking to, if there's a real world example where this has happened and in what area) this would be great. Please email any sensitive information to @.*** with Ref 10115 in the subject line.

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