62 results found
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Clean up naming structure for document export in Opportunities
Clean up the prefix of the document names when files are exported and shared from within opportunities. When the exported file is unzipped a prefix of characters are added before the name of the document.
This either (1) presents the recipient with a chaotic list to sort through
or
(2) requires that an agent rename every document that is exported prior to sending to a client, which is not efficient.1 voteDocuments downloaded from Command now download with exactly the name they have in the Opportunity Documents tab!
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Specific deduction box
In the state of Washington each agent has to pay B&O tax and right now in the commission tab there isn't a spot to add this. We really need to be able to add this in order to start using it. Please can you create a deduction box that we can use for B&O tax.
1 vote
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