Settings and activity
26 results found
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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!
Tracey Woodring supported this idea ·
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183 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Tracey Woodring supported this idea ·
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165 votes
Tracey Woodring supported this idea ·
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98 votes
Tracey Woodring supported this idea ·
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107 votes
Tracey Woodring supported this idea ·
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119 votes
Tracey Woodring shared this idea ·