Tag Associates to correspond to AccountEdge job codes
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
Rebecca Anne Mullen
shared this idea
-
Terri Montgomery
commented
This would be very helpful!
-
Krista Ales
commented
Yes, one of our market centers has a business center and per our business center agreement with KWRI we have to track the revenue and expenses for that business center separately. WinMore didn't have a great way to do this, but we found a workaround using the Box # and AdHoc reports. Currently there is no way to do this in Transactions, and we must be able to separate this production during our EOM process (reports may not even work since there is sometimes a 2 hour delay). It would be great to have a real time month end report before closing.
-
Anne Rosenberg
commented
this is so needed for all as we grow with business centers and MAOs
-
Beth Wilkerson
commented
Yes, would love this ability!
-
Stacy Hensley Escobedo
commented
Agreed! This would save so much time in the new system!
-
Mikayla R. Barnes
commented
This or something similar is needed in order to track business centers separately
-
Megan Buyer
commented
This would be SO HELPFUL