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Settings and activity

9 results found

  1. Include Editor in Timeline Card for Added Note/Activity in Associates

    27 votes

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    under review  ·  6 comments  ·  CommandMC » Associates  ·  Admin →
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    Delana Roe commented  · 

    Under the notes section and the timeline, can you add a name stamp of the leadership person adding the notes. This would be helpful since we are often tag teaming the communication.

    Delana Roe supported this idea  · 

  2. Onboarding Invitation Email and Documents Personalization per Market Center

    61 votes

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    under review  ·  6 comments  ·  CommandMC » Recruits  ·  Admin →
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    Delana Roe supported this idea  · 

  3. Delete Recruit Tags Created by Prior Leadership

    59 votes

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    under review  ·  6 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Delana Roe supported this idea  · 

  4. Add Associate to More Than One Team

    33 votes

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    in the backlog  ·  1 comment  ·  CommandMC » Admin Applet  ·  Admin →
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    Delana Roe supported this idea  · 

  5. Upload Files into Associate Records

    74 votes

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    under review  ·  16 comments  ·  CommandMC » Associates  ·  Admin →
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    Delana Roe supported this idea  · 

  6. Display Agent Site URL in Associate Record

    24 votes

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    5 comments  ·  CommandMC » Associates  ·  Admin →
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    Delana Roe supported this idea  · 

  7. Automatically Upload DA to Opportunity's Closed Documents

    130 votes

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    under review  ·  9 comments  ·  CommandMC » Transactions  ·  Admin →
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    Delana Roe supported this idea  · 

  8. Send Mass Texts to Associates

    161 votes

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    working on it  ·  23 comments  ·  CommandMC » Associates  ·  Admin →
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  9. Attach W9 to Vendors

    129 votes

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    under review  ·  4 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Delana Roe supported this idea  ·