Settings and activity
7 results found
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22 votes
Corey Lynn Morton
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5 votesCorey Lynn Morton
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11 votes
An error occurred while saving the comment Corey Lynn Morton
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43 votesCorey Lynn Morton
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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!
Corey Lynn Morton
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90 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Corey Lynn Morton
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183 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Corey Lynn Morton
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Create a 36 touch that you can add all associates to and have it include date-bound tasks such as license renewal reminders, birthday call task populating on the MC team's task, auto KW-anniversary email.