Settings and activity
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39 votes
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22 votes
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Delana Roe
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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
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5 votesDelana Roe
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8 votesDelana Roe
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6 votesDelana Roe
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7 votesDelana Roe
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33 votesDelana Roe
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50 votesDelana Roe
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2 votesDelana Roe
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18 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
Delana Roe
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30 votesDelana Roe
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43 votesDelana Roe
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21 votesDelana Roe
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114 votesDelana Roe
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107 votes
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114 votesDelana Roe
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It would be great if this agreement would either automatically send a copy to the MCA and TL after completion, or required MCA and TL to sign off before it being submitted. This would help catch clerical errors quicker and help protect the integrity of the Binding Sponsorship Agreement.