View Cap Details in Associate Record
Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)
Liz Thomas
shared this idea
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Ayo Fanoiki
commented
This would be invaluable and a huge timesaver to click within that record and be able to give a split second response to an associate!
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Anna Reiswig
commented
Agree - Stopping our process to run a report is time consuming. A quick at-a-glance list of closed transactions would be so helpful. This would also allow other leadership to see this quickly since they have access to their Associate record.
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Emily Shaw
commented
YES PLEASE!
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Rebecca Anne Mullen
commented
We charge E&O per transaction up to a certain # every calendar year. So we used this daily to see where people stood. Now I have to stop and go to reports and then back into the transaction. It's a waste of time.
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Susan Grimsley
commented
Absolutely necessary. This is something that is needed on a daily basis.
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Megan Buyer
commented
We need a quicker option to see agent's recent DAs. I know that we can find this in Reports, AND it would be SO HELPFUL if we could link to this information easily in Transactions OR in the agents' Associate card.
In Winmore, we would easily see recent DAs in the Cap Detail tab of an Associate Card. There's no way now to quickly see this without stopping a process and filtering through Reports.