Settings and activity
50 results found
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32 votes
Joel Westlund supported this idea ·
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68 votes
Joel Westlund supported this idea ·
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12 votes
Joel Westlund supported this idea ·
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20 votes
Joel Westlund supported this idea ·
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9 votes
Joel Westlund supported this idea ·
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20 votes
Joel Westlund supported this idea ·
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41 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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23 votes
Joel Westlund supported this idea ·
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14 votes
Joel Westlund supported this idea ·
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18 votes
Joel Westlund supported this idea ·
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9 votes
Joel Westlund supported this idea ·
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100 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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127 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
Agree. MCA/AMCA can edit, Leadership roles: read only.