Settings and activity

7 results found

1. Appointments Show in Timeline

   15 votes

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   under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jamie Henley supported this idea  ·  Mar 31, 2025

2. Custom Recruit/Associate Activity Types

   22 votes

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   under review  ·  9 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Jamie Henley supported this idea  ·  Mar 31, 2025

3. tag search

   1 vote

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Jamie Henley shared this idea  ·  Mar 20, 2025

4. Automatically Upload DA to Opportunity's Closed Documents

   127 votes

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   under review  ·  8 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Jamie Henley supported this idea  ·  Aug 29, 2024

5. Sort Transactions by Submitted Date and Closed Date

   52 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Jamie Henley supported this idea  ·  Aug 29, 2024

6. Sort by "Submitted" in Transactions Table

   76 votes

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   in the backlog  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Jamie Henley supported this idea  ·  Aug 29, 2024

7. Allow Option for SmartPlan Steps to Skip Weekends

   32 votes

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   in the backlog  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jamie Henley supported this idea  ·  May 17, 2024