Settings and activity
21 results found
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1 vote
Sydney Sipes
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4 votes
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14 votes
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24 votes
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59 votes
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Sydney Sipes
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127 votes
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70 votes
Sydney Sipes
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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.
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Sydney Sipes
commented
The option to automatically print would be helpful, however most helpful would be to have the DA & Agent Detail page able to download as 1 combined PDF. I agree that I don't think that should be the automatic feature because not all market centers may agree - but I think it should be a toggle option we can select on an individual basis.
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Sydney Sipes
commented
I email the DA's to our agents. It would be beneficial if page 1, plus all the associate details, printed together in one document. I send one email with the DA to anyone included on the transaction.
Sydney Sipes
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12 votes
We are working on custom permission levels for CommandMC users :)
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63 votes
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55 votes
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123 votes
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207 votes
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92 votes
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31 votes
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101 votes
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192 votes
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121 votes
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188 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?
Sydney Sipes
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110 votes
Sydney Sipes
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This would be huge! Sometimes I forget to check the notes tab. Out of sight, out of mind, I guess...which has caused me to have to redo DAs because the agent had a note that I didn't catch. Either moving notes so they are on the same screen or having a notification icon would be helpful!