Settings and activity
66 results found
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63 votes
Danielle Knowlton
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14 votes
Danielle Knowlton
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25 votes
Danielle Knowlton
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49 votes
Danielle Knowlton
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16 votes
Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
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Danielle Knowlton
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17 votes
Danielle Knowlton
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16 votes
Danielle Knowlton
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110 votes
Danielle Knowlton
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
60 votes
Danielle Knowlton
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59 votes
Danielle Knowlton
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52 votes
Danielle Knowlton
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76 votes
Danielle Knowlton
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55 votes
Danielle Knowlton
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92 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Danielle Knowlton
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127 votes
Danielle Knowlton
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222 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.
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Danielle Knowlton
commented
We email the agents and upload them to their opportunities.
Ideally, we could upload the documents in one file to the opportunity.
Danielle Knowlton
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119 votes
Danielle Knowlton
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106 votes
Danielle Knowlton
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64 votes
Danielle Knowlton
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148 votes
While that is an option, the transaction is isolated and not connected to any opportunity. It would be nice if we could have multiple transactions connected to a single opportunity so that it's all in one place.