New Patchwork Feature: Circles

We have been working on a new feature called Circles for a while now and are happy to announce that it is now live.  At the moment, Circles is very much a working title, as people use the feature we’ll listen to understand what they’re calling it and adopt that language and develop the feature further.

What is the Circles feature?

Circles is a way for you to add people to your client’s personal network. These can be family members, people living at the same address, or anyone who has an important or significant relationship with that client. By adding them to the Circle you can share with other Agents your knowledge of these relationships and their potential impact on your client’s life. In turn everyone in that Client’s team can then see which agents are working with members of that network.

Circles

How do Circles work?

On your client’s team page, there is a new tab called “Circle”.  If no one has added anyone to the Circle the page won’t have any content. It is important for all agents to share their knowledge of the Client’s network by Adding to the Circle. You can do this by clicking “Add to Circle”.

You can add any of your Clients to the Circle by selecting the checkboxes and then clicking the green “Add to circle” button. These people will then be added to this client’s circle and vice versa. You can only add your own clients. As more members of the team add to the circle you will start to build a bigger picture of your client’s greater network and the agents working with those people.

If an agent adds someone to the circle who isn’t your client, instead of a “View Team” button under their name, there will be a “Join Team” button. To view this person and the agents working with them you will have to join their team.

We hope this becomes a valuable new feature for you. This is an initial release and we know there is still work to do on it so, as always, please share any input, feedback or issues you have with it. We have a short questionnaire here https://patchwork.typeform.com/to/NE7OC7 it would be great to hear your thoughts.

2 Comments

  • This is such a great feature and looks easy to use – I know we struggled with this back in the day, and it was something the users really wanted to see. Nice works, team.

    • Hi Katherine

      Thanks so much for the positive feedback – your right to say it has been complex to work out. We think it’s a good start and we want to go further with it yet. Lots of interesting debate about the name “circles” to so watch this space.

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