Settings and activity
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12 votes
Kayla Brown
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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!
Kayla Brown
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102 votesKayla Brown
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123 votesKayla Brown
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72 votesKayla Brown
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70 votesKayla Brown
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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.
Kayla Brown
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148 votesKayla Brown
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12 votesKayla Brown
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An error occurred while saving the comment Kayla Brown
commented
It would be additionally amazing if we could add a link to the task to make it a hub for creation - i.e. if there is an action item to tag the recruit, assign the recruit, etc. the checklist item is a clickable hyperlink to follow to the place where you would complete that task.
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14 votesKayla Brown
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6 votesKayla Brown
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3 votesKayla Brown
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15 votesKayla Brown
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22 votesKayla Brown
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4 votesKayla Brown
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16 votesKayla Brown
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2 votesKayla Brown
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20 votesKayla Brown
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127 votesKayla Brown
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119 votesKayla Brown
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This is major. We have many dual associate agents that barely do business in another state, and still hold a license in that state. They should absolutely be able to choose which is more public facing.