Helpful if you are doing multiple searches for the same clients. People with multiple properties, portfolio landlords etc. This would make it easier to search within your clients recent searches, at the moment you need to try and remember the loan amount to pin-point the previous search for that specific property. If this feature already exists then I apologise but I couldn't seem to find it! :)
Thank you for your feedback, which is very much appreciated.
We are currently working on a project to configure the Client Record within CloudTwenty7 that will incorporate the ability to identify specific transactions for a client like portfolio landlords.
Thanks.