Search for an opportunity using the transaction ID or Opp ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
[Deleted User]
shared this idea
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Market Center Leadership
commented
Yes! It will help everything go faster.
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Dane Farris
commented
Yes, please. We regularly used DA numbers to search for Opportunities in Command. This is especially crucial for sharing the final Transaction Disbursement to the opportunity in Command. Our agents are used to looking for the final DA for a breakdown of their payment, and we would like to continue the practice with the new system. It makes it very cumbersome to find the opportunity, though, when the document name just states the Transaction ID. Being able to search by Transaction ID would solve this problem, as well as make many other processes move more smoothly.
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Haley Haugen
commented
Yes! I used the search by DA# feature all the time!
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Maddy Waling
commented
This would make everything go by so much quicker and more efficently