286 results found
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top down
Please create a standard Top Down Report - used ALL the time
5 votes -
Top Down Report
Top Down Report is needed. Critical to all MC's
2 votes -
Only MCA and AMCA roles to edit transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
16 votes -
CommandMC: Month End Close, Production Reports, Clickable Link to Transaction
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
29 votes -
custom fields
Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc
3 votes -
Detailed DP Report with Agent Name, Address, and Payments
A CSV summary report by deposit listing out agents that need to be paid or have been paid which includes the DP #, Agent Name, Address, Agent Net Amount, outside referrals, and deductions. Having to refer to one document instead of each DA would be a huge time saver with AE entries and ACH payments. A huge bonus would be to import this type of file in AE bypassing manual entry.
2 votes -
CommandMC: Transaction Deposits, Edit Deposit, HISTORY
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
15 votes -
MC Setting for Default Cash Account for Transaction Deposits
Many MCs don't use the 1-0200 Cash account on the chart of accounts for TRansaction deposits. Currently, those MCs have to manually update the exported .txt file with the corrrect cash account to ensure those record accurately.
The fix? A setting in Administration that allows a market center to choose their own cash account for that export for easy recording in accountedge.
74 votes -
Randomize the order of the "Our Agents" page
In the new Market Center sites, the "Our Agents" page is currently set to alphabetical ascending with no way to change it. This means that most agents will NOT be discovered on this page, especially in large Market Centers.
Additionally, many Market Centers have MC investors or leadership who also produce, and some of them have last names that put them at the top or near the top of "Our Agents." This has the potential to put a bad taste in some agents' mouths.
I recommend that the Our Agents page be set to random order by default in fairness…
7 votes -
Hitting "back" in Command MC > Recruits
When you are in a Recruit record and want to hit the back arrow, it brings you back to the main Command MC > Recruits dashboard and shows the Active Recruit stage and not the prior "stage" you were in (ie: You are in the Committed Stage and open a Recruit card, when you click the back arrow, it brings you back to the main Recruits page on the "Active Recruit" stage and not the "Committed" stage again to select another Recruit.
Request is to have the "back" button go back to whichever stage you were in prior to looking…
6 votes -
Merge Vendors
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
4 votes -
To sort and search by Agent name in Transactions
To be able to sort and search by Agent Name, I search for agent transactions all the time
32 votes -
In Commissions need to have search by EIN number for outside referrals
Would like to give agents the option to search by the Tax ID/EIN number when entering outside referral info.
4 votes -
Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
34 votes -
View Commission Splits in Financials
Show and allow us to edit the company dollar split
53 votes -
Allow Hyperlinks to toggle from Transactions to Opportunity and from Transactions to the Associate
Instead of having the 3 windows open to go from Transactions to Opportunity to review documents; and to go from Transactions to Associates to confirm the split /cap...the ability to toggle between the 3 applets seamlessly would be great.
9 votes -
Program Deduction to apply to a certain number of transactions.
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
10 votes -
minimum decimals for deduction
Need to adjust the allowed decimals from the current two to four. This is due to the various fees for business license per locality.
12 votes -
Request Return
Once an agent submits a commission request, the only button they have available is to request termination.
In our market center, we have a team and a couple individual agents who frequently ask for commission request to be returned for adjustments.
Is it possible to create a "request return" button?5 votes -
Gross Deduction calculations
Deductions. For recurring deductions. There should be a total gross amount. With each transaction any amount paid toward that should reduce that amount until it gets to "zero" and the deduction stops.
10 votes
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