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  1. 11 votes

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    Amy Inkrott commented  · 

    Yes please! This would solve a lot of double entry issues

    Amy Inkrott supported this idea  · 
  2. 127 votes

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    Amy Inkrott commented  · 

    Pleaseplease please!!!

    Amy Inkrott supported this idea  · 
  3. 20 votes

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    Amy Inkrott supported this idea  · 
  4. 119 votes

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    Amy Inkrott supported this idea  · 
  5. 17 votes

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    Amy Inkrott supported this idea  · 
  6. 5 votes

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    Amy Inkrott supported this idea  · 
  7. 18 votes

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    Amy Inkrott supported this idea  · 
  8. 69 votes

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    Amy Inkrott commented  · 

    This keeps me up at night

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    Amy Inkrott commented  · 

    Associate record compliance is a huge issue. Having a documents tab for the associate card (similar to what we have in opportunities) will help secure some of our agent data a little bit better.

    Have spots to upload documents that are required for all MCs (W9, P&G Acknowledgement, Detail of Splits and Fees, ICA, etc) and the ability for the MC to add additional documents used in the MC.

    Password protect documents with sensitive information. Limit who can access those docs.

    Amy Inkrott supported this idea  · 
  9. 187 votes

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    Amy Inkrott supported this idea  · 
  10. 22 votes

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    Amy Inkrott supported this idea  · 
  11. 14 votes

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    Amy Inkrott supported this idea  · 
  12. 20 votes

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    Amy Inkrott shared this idea  · 
  13. 88 votes

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    Amy Inkrott supported this idea  · 
  14. 100 votes

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    Amy Inkrott supported this idea  · 
  15. 219 votes

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    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.

    Amy Inkrott supported this idea  ·