Sort by "Submitted" in Transactions Table
It'd be nice to add a "Submitted" button to the top of the transaction screen to quickly show all the submitted commissions similar to the "terminated" "approved" & "Closed" buttons.
76
votes
Tracey Woodring
shared this idea
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Daryl Morava
commented
Agree
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Marnie G MacLennan
commented
It is critical for me to be addressing those closing soonest (as we had in the Opportunities Commissions screen.) I also need the Filtering to stick across MCs and flipping between transactions and Opportunites.
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Joseph McCue
commented
I agree, however, it should include both submitted and resubmitted results.
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Joel Westlund
commented
New TRANSACTIONS Dashboard should include a "Submitted" button along with the others for quick reference of status.
Ex: Submitted, Approved, Closed, Terminated