Settings and activity

5 results found

1. Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline

   3 votes

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   under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Hope Brazzell commented  ·  Apr 9, 2025  ·  Edit…  ·  Delete…

   This would be ideal !!!!! This would simplify our work flow immensely ~~

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   Hope Brazzell supported this idea  ·  Apr 9, 2025

2. Commercial Reporting

   12 votes

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   under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Hope Brazzell commented  ·  Mar 27, 2025  ·  Edit…  ·  Delete…

   Our Commercial Division would benefit GREATLY from this.

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   Hope Brazzell supported this idea  ·  Mar 27, 2025

3. Bulk Download of Agent 1099 Report

   10 votes

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   under review  ·  0 comments  ·  CommandMC » Accounting  ·  Delete…  ·  Admin →
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   Hope Brazzell supported this idea  ·  Jan 15, 2025

4. Print Multiple Transactions' Disbursement Authorizations

   24 votes

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   under review  ·  6 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Hope Brazzell supported this idea  ·  Oct 17, 2024

5. Automatically Upload DA to Opportunity's Closed Documents

   114 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Hope Brazzell supported this idea  ·  Aug 20, 2024