Search by "Agent Name" in Transactions
With CommandMC access, it would be amazing if we could search by "Agent Name" in the Transactions applet. Right now, there is only the ability to search by ID, Address, or Client Name. If we want to check where an Agent is at in their Cap, it would be extra convenient to just be able to search their name instead of asking them for an address of a prior transaction in order to pull up that report.
Thank you!
1
vote
Emily Senter
shared this idea
Hi there! You can now Filter by Agent Name using the Filters button in Transactions. You can then search by Agent Name and even be more specific by using other Filters, too! :)
