It will be a complete table and segment build out! We'll cover the following: Properties Tab Overview Filters and Table Columns Tables & Segments Best Practices Task Batching and Time Blocking Agent/Client Portal and Updates Triggers Sneak-Peak Q&A
What do you do for the field groups that do not always populate? For instance, if I have my listing checklist as number 3, but it is obviously not used for buyers so it will not be shown, will it just jump from 2 to 4 in the buyers section?
Great question! I would create a different table for listing management. That way, you have a world for your listings and another for your pending. In each of those tables, you'll customize which fields show. For example, you would show the "Listing appointment date" field in listings and "contract date" in pending. That's the best way to save room when working with a lot of fields in the table. Either create its own table or create a segment off of the main table. I hope that helped!
