Settings and activity
28 results found
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25 votes
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2 votes
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48 votes
Valerie Webster
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222 votes
Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
An error occurred while saving the comment Valerie Webster
commented
we provide the DA and agent detail page to the agents at the time the DA is created. We currently have to drop the DA AND the Agent Detail page into the agent's opportunity separately and it would save us time if both were together as one pdf - only have to drop it in once. we use closed status when the transaction funds and the commissions are posted
Valerie Webster
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192 votesValerie Webster
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5 votesValerie Webster
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18 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
Valerie Webster
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24 votesValerie Webster
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52 votesValerie Webster
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23 votesValerie Webster
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63 votesValerie Webster
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24 votes
An error occurred while saving the comment Valerie Webster
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this would be a huge time saver and make the system much more efficient
Valerie Webster
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51 votes
An error occurred while saving the comment Valerie Webster
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time saver
Valerie Webster
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39 votesValerie Webster
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12 votesValerie Webster
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14 votesValerie Webster
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36 votesValerie Webster
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Add a date filter so user can select range of date, or specific date in general for activity reports
29 votesValerie Webster
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4 votesValerie Webster
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56 votesValerie Webster
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I agree. Our office is struggling with the lack of this ability. We have shared a csv file with everyone's contact info for the agents to import but it's a challenge for it to be kept up to date with new agents that have joined us or left us. Having an office dashboard where they can also post needs/wants similar to the office intranet would help minimize the number of emails sent out.