Settings and activity
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210 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.
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Becky Lynam
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115 votesBecky Lynam
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106 votesBecky Lynam
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Most of our teams use the Associate Details for their accounting records. So now we have to either combine them into one document before uploading to the opportunity, or we have to download them separately and email them to the rainmakers.
I would like there to be an option to download them together as one - separately is also great, but the option to also download it together would make our lives soooooo much easier as MCAs!