Settings and activity
31 results found
-
33 votes
Valerie Webster supported this idea ·
-
209 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 supported this idea ·
-
186 votes
Valerie Webster supported this idea ·
-
4 votes
Valerie Webster supported this idea ·
-
8 votes
Valerie Webster supported this idea ·
-
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 supported this idea ·
-
21 votes
Valerie Webster supported this idea ·
-
47 votes
Valerie Webster supported this idea ·
-
9 votes
Valerie Webster supported this idea ·
-
11 votes
Valerie Webster supported this idea ·
-
60 votes
Valerie Webster supported this idea ·
-
23 votes
An error occurred while saving the comment Valerie Webster commented
this would be a huge time saver and make the system much more efficient
Valerie Webster supported this idea ·
-
47 votes
An error occurred while saving the comment Valerie Webster commented
time saver
Valerie Webster supported this idea ·
-
35 votes
Valerie Webster supported this idea ·
-
10 votes
Valerie Webster supported this idea ·
-
7 votes
Valerie Webster supported this idea ·
-
33 votes
Valerie Webster supported this idea ·
-
13 votes
Valerie Webster supported this idea ·
-
17 votes
Valerie Webster supported this idea ·
-
4 votes
Valerie Webster supported this idea ·
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