Settings and activity

9 results found

1. Allow Option for SmartPlan Steps to Skip Weekends

   31 votes

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   in the backlog  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Terri Sullivan commented  ·  Jun 25, 2025  ·  Edit…  ·  Delete…

   This would be really helpful.

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   Terri Sullivan supported this idea  ·  Jun 25, 2025

2. Show Production Reports in Associate Record

   4 votes

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   under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  May 20, 2025

3. Appointments Reminder Modal during Month End Close

   17 votes

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   under review  ·  1 comment  ·  CommandMC » Accounting  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Mar 26, 2025

4. Timeline in Chronological Order

   4 votes

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   under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Jul 31, 2024

5. View Profit Share Tree

   9 votes

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   under review  ·  1 comment  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Jul 31, 2024

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

   23 votes

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   under review  ·  5 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Jul 31, 2024

7. Upload Files into Associate Records

   69 votes

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   under review  ·  14 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Jul 31, 2024

8. Send Mass Texts to Associates

   127 votes

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   under review  ·  15 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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9. Allow Only MCA and AMCA to Hit Month End Close Button

   100 votes

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   under review  ·  12 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Terri Sullivan supported this idea  ·  Jul 31, 2024