Will we be able to use triggers to create tasks in the future?
Hi Renee,
Could I ask you to give us a little more detail on how you foresee this working for you?
I'm having a little trouble envisioning a use case for this. Maybe something like if you have a trigger for no Rental Agreement signed that has to fire, Rezzy creates a task for you to follow up with that user?
Let me know, please!
Actually it's probably a bit more complex than what you would provide but I've been thinking of a work around.
I have "2" properties, one is our rental home, the other is our rental car. I would love when someone books the house, to create a task to follow up x days before arrival to confirm they have a car rental. I do this manually now but to have an actual task especially when it's busy would be great.
Ideally I'd love to say something to the effect of: If the house is reserved but the car is not for the same timeframe, create a task. b/c sometimes ppl will go ahead and book the car with the house. But having a reminder task to confirm works for me.
I also ask for people's travel information x days before arrival, especially if they're renting the car b/c we need to know where to leave the car for incoming guests. I need that info b/f the automated email to my staff is sent and sometimes I don't get it so they get an empty email. Having a task for their travel info when their booking is created would be great.
Those are 2 examples I can think of that would be super helpful.
Thanks for your consideration!
