Settings and activity
109 results found
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124 votes
Karin Haubold supported this idea ·
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89 votes
Karin Haubold 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?
Karin Haubold supported this idea ·
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165 votes
Karin Haubold supported this idea ·
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22 votes
Karin Haubold shared this idea ·
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21 votes
Karin Haubold supported this idea ·
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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!
Karin Haubold supported this idea ·
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98 votes
Karin Haubold supported this idea ·
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90 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Karin Haubold supported this idea ·
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53 votes
Karin Haubold supported this idea ·
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17 votes
Karin Haubold supported this idea ·
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9 votes
Karin Haubold supported this idea ·
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13 votes
Karin Haubold supported this idea ·
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12 votes
Karin Haubold supported this idea ·
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21 votes
Karin Haubold supported this idea ·
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39 votes
Karin Haubold supported this idea ·
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12 votes
Karin Haubold supported this idea ·
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8 votes
Karin Haubold supported this idea ·
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43 votes
Karin Haubold supported this idea ·
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18 votes
Karin Haubold supported this idea ·
Ideally, this should be linked from the Referrals applet from the agent side. And then the agent can track the transaction from their clients