Settings and activity

24 results found

1. Ability to add Comments to the DA

   63 votes

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   under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Sarah Corder supported this idea  ·  Sep 11, 2024

2. Sort by "Submitted" in Transactions Table

   76 votes

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   in the backlog  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Sarah Corder supported this idea  ·  Sep 11, 2024

3. Tag Associates to correspond to AccountEdge job codes

   32 votes

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   under review  ·  7 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Sarah Corder supported this idea  ·  Aug 22, 2024

4. 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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   Sarah Corder supported this idea  ·  Aug 20, 2024