9 results found
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Toggle from Transaction to Opportunity to Associate Record in One Browser Tab
Instead of having the 3 windows open to go from Transactions to Opportunity to review documents; and to go from Transactions to Associates to confirm the split /cap...the ability to toggle between the 3 applets seamlessly would be great.
161 votesYou can now click on the Opportunity ID number in the Transaction to go straight to the Opportunity from there!
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Search By DA Number in Command
Hi,
I believe adding a search by DA number would be extremely helpful for leadership and agents. Additionally, a column added to the row of information with the DA # when looking at a list of opportunities would be efficient as well. Efficiency is built by specification. Clear and efficient communication is specific and concise. In the world of the command platform and our business, the DA # is the most specific item in relation to a transaction.
This would be THE MOST efficient way to search for an opportunity. If an agent is really on top of their game…
31 votesThe Transaction ID is the DA ID that is on the DA downloaded from the Transaction. You can search by ID in the Transactions applet using the dropdown by Address and selecting "ID."
If this is not the solution you are looking for, please let us know! 😊
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Quick Add Vendors from Transactions Applet
Currently, we have to exit the Transactions Applet and add vendors from the Admin Applet in Command MC. Previously in WinMORE, we could add Vendors directly from the DA if it didn't exist. There should be a similar function in Transactions where you can add any type of vendor you need directly from the transaction without having to navigate over to a separate applet. This will help expedite the process of adding vendors as transactions close.
12 votesWe will consider this idea in the future! Today, please have two browser tabs open so that you can access both places at once.
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Highlight Missing Fields in Transactions
When we get an error when our Transaction is not in balance for missing referrals, concessions, etc., it would be nice to highlight that missing field red or yellow in addition to the error message at the top of the screen.
10 votesWhen this happens, you are able to check the sidebar to show amounts that are out of balance. Please use the error banner's message and sidebar to determine which amount(s) you are out of balance!
If you have additional comments about this, please submit a new idea so that we can re-review. Thank you for your feedback!
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Remove Agents from Transactions with Prior Written Period
Right now, when an agent adds in an agent to their Commissions tab, we aren't able to delete agents from it the Written Period is in a prior EOM period. When there is a change needed, the only way that has been given to us to change it is to terminate the Commissions tab and have the agent create a new one. Frustrating to all parties involved. We need to be able to delete agents from Commissions tabs at all times up until it's been posted.
4 votesThis is not possible at the time. We report on a monthly basis and so this would throw off all of our historical reporting. This will follow our business rules. Please remove Associates from Transactions as soon as possible to avoid this! :)
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Lock Close Month / Period
Currently the system is allowing transactions to be closed in a Month / Period other than the current one. This was prevented in WinMORE, and should be prevented in Command MC to prevent erroneous data or issues with Profit Share.
1 voteHi there! Transactions are not able to be Closed with a future Close Date. They are able to be saved for the purpose of forecasting Pending Sales, but they are not able to be Closed. :)
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Search by "Agent Name" in Transactions
With CommandMC access, it would be amazing if we could search by "Agent Name" in the Transactions applet. Right now, there is only the ability to search by ID, Address, or Client Name. If we want to check where an Agent is at in their Cap, it would be extra convenient to just be able to search their name instead of asking them for an address of a prior transaction in order to pull up that report.
Thank you!
1 voteHi there! You can now Filter by Agent Name using the Filters button in Transactions. You can then search by Agent Name and even be more specific by using other Filters, too! :)
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Combine Company Dollar and Royalty Historical Transaction Reports in Transactions > Commission Tab > Cap Details
Company Dollar Royalty History Report: One Page! PLZ
When viewing an associates Co$ and Royalty Report - 1 click all info on 1 page would be great! Efficient. Less separate downloads.1 voteThese two reports are separate for a reason! Considering some agents have separate CO$ and Royalty Dates, we cannot combine these reports. :)
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Cap Alert When Met
Can we create an alert for when our agents cap? We'd love to celebrate this immediately and sometimes it's missed if the amount paid to the market center is exactly the amount needed to cap.
7 votesWe are working to build a report to solve for this - in the meantime, use the Cap Details report to see how much CO$ your agents have left to pay into their cap!
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