I have several questions:
1. Is there a chat box in real time that you can ask a question and get an answer fairly quickly without having to submit a question and then remember to go back and check for replies?
- Is there any way that Smokeball can send appointment reminders through the calendar feature?
- Is there a way to add a picture to an individual contact card, such as photo ID for clients that do multiple real estate transactions so that we don’t have to ask for ID every time, or without having to find their prior real estate matter to copy the ID over to the new matter? The ID should transfer with the client. I realize that it would need to be updated every 4 years, but I think that is reasonable.
- There are a lot of things that Smokeball can do that we just are not using, or not using properly. We have watched several videos when we launched in 2022, but are there any recommended videos for refreshing how we use Smokeball features in the best way?
- Is there a current glitch in the system that is not showing information in the details of the matters? We usually have information at a glance, but I am noticing that there are items not showing up, but if i open those details, they are listed there, so I don’t know if something changed and we need to include additional information to show the details at a glance or if it’s just a glitch that is being worked on at the moment.
Thanks for all your help!