Settings and activity
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45 votes
Michael Norton
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24 votes
An error occurred while saving the comment Michael Norton
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7 votesMichael Norton
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38 votesMichael Norton
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6 votesMichael Norton
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4 votesMichael Norton
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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!
An error occurred while saving the comment Michael Norton
commented
These custom fields would be useful as a section in the left sidebar or as their own tab. It seems it would make sense to set them up in the Admin applet similarly to how Compliance Groups/Checklist/Tags are set. MCA,TL,OP should be the roles with creating permissions. AMCA, Compliance and other MC leaders could have the ability to edit/update information (ie auto insurance expirations). Some MCs could also make certain fields available to the associate for self service. Each field ideally would be set up either as required or optional as needed to fit the MC needs.
Down the road, certain fields could be used with smartplans. Such as reminders of expiring items (based on a date in the custom fields) or other data that could be merged into emails/smartplans.
Michael Norton
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21 votesMichael Norton
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43 votesMichael Norton
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39 votesMichael Norton
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8 votesMichael Norton
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106 votesMichael Norton
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89 votesMichael Norton
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115 votesMichael Norton
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12 votesMichael Norton
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20 votes
An error occurred while saving the comment Michael Norton
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Aggregation of the same payee will definitely make the DA more elegant and professional looking, in addition to practical simplicity.
Michael Norton
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113 votesMichael Norton
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107 votes
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98 votesMichael Norton
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119 votesMichael Norton
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A need for this is really showing up as Associates accountants are asking for their prior year DAs. A bulk print of DAs for specified time frame would save us a ton of time.