Rename Document Checklists When There are Multiple Versions
Several agents in our MC are utilizing the "Create New Version" feature in the Documents checklists in their opportunities. When creating the new version, they have the ability to name the new version to anything they desire, but there currently is not a feature allowing agents to rename the original version. Since this feature is used most often when a deal falls apart, agents are more likely to know the details of the original version before they know anything about the new version, but it is still only ever called "Under Contract". If we had the ability to change this it would be much easier to determine if we are looking at the current version before we start opening or uploading new documents.
Kulani Paikuli
shared this idea
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Robert Medinger
commented
Yes! This would be great! I keep having to make comments to the version and then I have to to click on the comment to see I'm working on the correct one! This is critical for buyers that may have many under contracts.