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Ability to Add Vendor on the fly for both MC and Agent in Transactions

Need ability for MC leadership and Agents to be able to add a vendor on the fly in the transaction or adjustments sections rather than having to back out and add to vendor list.

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Antwonette Mayberry shared this idea  ·   ·  Report…  ·  Admin →
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  • Allison Mueller commented  ·   ·  Report

    This would be great! In the meantime - I just have a separate tab open on the Vendors screen. Once you save it, it updates automatically so you can immediately enter it into the transaction parties without having to back out

  • Antwonette Mayberry commented  ·   ·  Report

    I realize the vendor needs to be linked to the opportunity, but sometimes title company changes or the agent or MC wants to make sure vendors are assigned and do not catch it at opportunity side - just saves backing out to opportunity and adding it.