Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

26 results found

  1. Allow Only MCA and AMCA Roles to Edit Transactions

    89 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  CommandMC » Transactions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tamar Bolles supported this idea  · 

  2. Expand All on KW Financial Statement (and Print Expanded View)

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  3 comments  ·  CommandMC » Accounting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tamar Bolles commented  · 

    This is critical for our MC. We review each account and sub account during our month end close and need the ability to expand and print in the expanded view.

    Tamar Bolles supported this idea  · 

  3. Track Referrals in Opportunities

    125 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tamar Bolles supported this idea  · 

  4. Sort Transactions by Submitted Date and Closed Date

    51 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tamar Bolles supported this idea  · 

  5. Automatically Upload DA to Opportunity's Closed Documents

    117 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  7 comments  ·  CommandMC » Transactions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tamar Bolles supported this idea  · 

  6. Send Notification Button for Associates When Paid on a Transaction

    109 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  10 comments  ·  CommandMC » Transactions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tamar Bolles supported this idea  · 
2 Next →