Toggle from Transaction to Opportunity to Associate Record in One Browser Tab
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.
Ayo Fanoiki
shared this idea
You can now click on the Opportunity ID number in the Transaction to go straight to the Opportunity from there!
-
Valarie Fitzgerald
commented
YES! It is so time consuming to have to go back and forth!
-
Jenna Joy Saunders
commented
For me there are several reasons why this one is important. First I check to ensure my agents uploaded all their documents and they're approved by my compliance team before distributing their funds to them. We also upload the DA to the command file as well for them to ensure that they have a reference to what they were paid. And I can always refer them back to this section of Command if they ask me for their DA, I teach them where to find it.
-
Candace Marie Granstaff
commented
And/or a sticky Dashboard at the top of the Transaction screen, like the Contacts at the top of the Opportunity in Command.
This could show the status of the Compliance (Submitted, Returned, Approved, etc.).