Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
Elizabeth Takacs
shared this idea
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Janise Jones
commented
Being able to sort by close date allows me to work on the most time critical transactions first. This is a must when you have 400 agents and all of them want their transactions processed first.
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Bonnie Irwin
commented
You used to be able to submit the actual closed date. Now that a DA has been submitted you cannot change the actual closed date.
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Haley Haugen
commented
Especially for larger MCs and MCs who use centralized services (one person writing DAs for multiple offices), it is really critical to be able to sort by closing soonest so that a time sensitive request isn't missed. When there might be 30+ requests, it could be too easy to miss one. Thank you!
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Emily Senter
commented
Yesss! Would help so much to be able to filter the Close Date column in Transaction by soonest to latest! Thank you! This way we can prioritize DA's going out to Title/Escrow.
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Linda Borror
commented
It would help if we could order transactions by the close date