Settings and activity
44 results found
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3 votes
Joel Westlund
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1 voteJoel Westlund
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20 votesJoel Westlund
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122 votesJoel Westlund
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1 voteJoel Westlund
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221 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 Joel Westlund
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An error occurred while saving the comment Joel Westlund
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CDA's to PDF: combine all pages option... vs. 2 separate downloads. I have to download 2 files, open one, combine Details page, then save as another pdf file.
- Like DocuSign: would be great to save as one pdf file. -
10 votes
An error occurred while saving the comment Joel Westlund
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Vendors: would be great to be able to EDIT vendor information before and after accepting vendor information. Can edit Representative info - Not company info.
*Important when sending/correcting 1099'sJoel Westlund
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19 votesJoel Westlund
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19 votes
An error occurred while saving the comment Joel Westlund
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Could also apply to;
- First Listing
- First Sale
- First ClosingJoel Westlund
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180 votesJoel Westlund
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12 votes
An error occurred while saving the comment Joel Westlund
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The Calendar in signing on a new associate is not fun to use. Please allow it to drop a date in VS. clicking through each month and year: inefficient.
*The updated version of the calendar jumps up/down when clicking through the months - still not efficient. Now click have to be up, arrow to next month down... when the months have more weeks. :/Joel Westlund
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120 votesJoel Westlund
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124 votesJoel Westlund
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24 votesJoel Westlund
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8 votesJoel Westlund
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50 votesJoel Westlund
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20 votesJoel Westlund
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32 votesJoel Westlund
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68 votesJoel Westlund
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12 votesJoel Westlund
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This would be saving clicks and extra work. We have to down load all pages, then open pdf pages, add second doc in, save all. I'd rather open and remove an associate side to not show second associate calculations: rare occurrence. I generate many CDA's daily and having one click to save all pages in one pdf would be magical.