Documents Tab for Associate Card
Associate record compliance is a huge issue. Having a documents tab for the associate card (similar to what we have in opportunities) will help secure some of our agent data a little bit better.
Have spots to upload documents that are required for all MCs (W9, P&G Acknowledgement, Detail of Splits and Fees, ICA, etc) and the ability for the MC to add additional documents used in the MC.
Password protect documents with sensitive information. Limit who can access those docs.
20
votes
Amy Inkrott
shared this idea
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Scott Lebhar
commented
Big Shout Out to Amy Inkrott for leading the charge!!
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Amy Inkrott
commented
This keeps me up at night