Settings and activity
44 results found
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20 votes
Joel Westlund supported this idea ·
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4 votes
Joel Westlund supported this idea ·
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9 votes
Joel Westlund supported this idea ·
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20 votes
Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
Joel Westlund supported this idea ·
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10 votes
Joel Westlund supported this idea ·
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30 votes
Joel Westlund supported this idea ·
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24 votes
Joel Westlund supported this idea ·
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14 votes
Joel Westlund supported this idea ·
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19 votes
Joel Westlund supported this idea ·
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9 votes
Joel Westlund supported this idea ·
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101 votes
An error occurred while saving the comment Joel Westlund supported this idea ·
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76 votes
An error occurred while saving the comment Joel Westlund commented
New TRANSACTIONS Dashboard should include a "Submitted" button along with the others for quick reference of status.
Ex: Submitted, Approved, Closed, Terminated
Joel Westlund supported this idea ·
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90 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
An error occurred while saving the comment Joel Westlund commented
Or add Toggels to who can/cannot have access. Broker/Comlpiance should have access as well.
Joel Westlund supported this idea ·
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128 votes
Joel Westlund supported this idea ·
An error occurred while saving the comment Joel Westlund commented
Would be great to be able to send email/text FROM Command MC to all/any associates. Just like personal Command... yet this is not able to from Command MC level.
An error occurred while saving the comment Joel Westlund commented
COMMAND MC = EMAIL + TEXTING ASSOCIATES Functions
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100 votes
Joel Westlund supported this idea ·
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187 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Joel Westlund supported this idea ·
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191 votes
Joel Westlund supported this idea ·
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117 votes
Joel Westlund supported this idea ·
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129 votes
Joel Westlund supported this idea ·
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109 votes
Joel Westlund supported this idea ·
Agree. MCA/AMCA can edit, Leadership roles: read only.