Settings and activity
23 results found
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17 votes
An error occurred while saving the comment Linda Anderson supported this idea ·
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31 votes
Linda Anderson supported this idea ·
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54 votes
Linda Anderson supported this idea ·
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61 votes
Linda Anderson supported this idea ·
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63 votes
Linda Anderson supported this idea ·
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104 votes
Linda Anderson supported this idea ·
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98 votes
Linda Anderson supported this idea ·
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7 votes
Linda Anderson supported this idea ·
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10 votes
Linda Anderson supported this idea ·
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15 votes
Will be released 3/26
Linda Anderson supported this idea ·
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76 votes
Linda Anderson supported this idea ·
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16 votes
An error occurred while saving the comment Linda Anderson commented
We too have teams that pay company dollar allowing a negative number in the e and o section would be helpful as well.
Linda Anderson supported this idea ·
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114 votes
Linda Anderson 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!
Linda Anderson supported this idea ·
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30 votes
Linda Anderson supported this idea ·
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43 votes
Linda Anderson supported this idea ·
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34 votes
Linda Anderson supported this idea ·
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107 votes
Linda Anderson supported this idea ·
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53 votes
Linda Anderson supported this idea ·
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114 votes
Linda Anderson supported this idea ·
I have seen the same issue with agents entering the tax id as zero. The system allows it. When doing the 1099s there were several transactions for all different brokerages showing up as one vendor. I caught it by chance and was able to figure out and divide out the transactions to the appropriate vendors on their tax id