Base expiring mandate trigger and contact listing links
Mandate expiring trigger
Base will now notify you of any mandates about to expire in the next 2 weeks through your dashboard timeline. Through the action button, you can open the listing and review:
Listing links on contacts
With Base's central contacts management system, it is easy to link existing contact on new mandates or capture new ones. It also allows you to keep one contact and link it to various properties, e.g. where a seller has more than one property or you are dealing with repeat clients.
Now any listing links will show up on the contact's quick view, e.g. buyer link here:
...and seller link here:
The links are clickable so it's easy to go into those mandates and view them.