More valuation firm workflow: Attempting Contact, Appointment Cancelled

ValEx supports a number of WorkFlow events, but doesn't have a way to map "Attempting Contact" and "Appointment Cancelled".

We're looking for input on the best way to implement such functionality between us and our valuation firms.

Our suggestions are:

  • Attempting Contact: After the initial 'instructed' / 'assigned' packets, sending one of these would represent 'attempting contact' and provide notes as appropriate.
  • Appointment Cancelled: Sending an appointment workflow, and then an InProgress (without a new appointment date) would cancel an appointment