Settings and activity
43 results found
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11 votes
Mallory Napier
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20 votesMallory Napier
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8 votesMallory Napier
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48 votesMallory Napier
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12 votesMallory Napier
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13 votesMallory Napier
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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 Mallory Napier
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31 votesMallory Napier
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284 votesMallory Napier
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6 votesMallory Napier
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2 votesMallory Napier
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180 votesMallory Napier
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12 votesMallory Napier
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34 votesMallory Napier
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Add a date filter so user can select range of date, or specific date in general for activity reports
30 votesMallory Napier
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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!
Mallory Napier
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31 votesMallory Napier
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16 votesMallory Napier
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20 votesMallory Napier
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29 votesMallory Napier
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As other people have said, it's not a problem of the clicks it takes to get the documents its that they are separate documents. We should be able to select to download them combined or separately. Nichole San Miguel also mentioned saving images/tracking the changes to the DA that would be amazing as well, though I think separate from this particular issue.