Settings and activity
32 results found
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56 votes
Liz Lessman
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20 votes
Liz Lessman
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208 votes
Liz Lessman
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127 votes
Liz Lessman
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286 votes
Liz Lessman
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51 votes
Liz Lessman
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70 votes
Liz Lessman
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14 votes
Liz Lessman
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
60 votes
Liz Lessman
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52 votes
Liz Lessman
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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.
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Liz Lessman
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10 votes
Liz Lessman
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16 votes
Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
Liz Lessman
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Add a date filter so user can select range of date, or specific date in general for activity reports
31 votes
Liz Lessman
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20 votes
Liz Lessman
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36 votes
Liz Lessman
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59 votes
Liz Lessman
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56 votes
Liz Lessman
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76 votes
Liz Lessman
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70 votes
Liz Lessman
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can we have the option to print just the disbursement (labeled as you have it now) or the disbursement with all associate details combined (labeled as you have it now just adding the word detailed... similar to winmore. This is crucial for teams and rainmakers to account for commission allocations.