Settings and activity
26 results found
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5 votes
Michael Norton
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25 votes
An error occurred while saving the comment Michael Norton
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7 votesMichael Norton
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40 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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23 votesMichael Norton
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69 votesMichael Norton
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41 votesMichael Norton
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15 votesMichael Norton
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109 votesMichael Norton
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90 votesMichael Norton
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121 votesMichael Norton
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11 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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120 votesMichael Norton
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126 votes
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100 votesMichael Norton
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121 votesMichael Norton
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219 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.
An error occurred while saving the comment Michael Norton
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Our Market Center emails the agent a copy when the Transaction is approved to review and then again once the transaction is closed. I would like the option to 1) print only page 1,
2) Page 1 plus all of the Associate Details together, and
3) Page 1 plus each Associate's Details as separate filesMichael Norton
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An error occurred while saving the comment Michael Norton
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A +1 feature would be to have the option to save as two separate files or as a combined file
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.