Settings and activity
28 results found
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31 votes
Karina Almsted
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7 votesKarina Almsted
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15 votes
Will be released 3/26
Karina Almsted
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10 votesKarina Almsted
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8 votesKarina Almsted
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8 votesKarina Almsted
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14 votesKarina Almsted
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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!
Karina Almsted
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13 votes
We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
Karina Almsted
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107 votesKarina Almsted
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17 votesKarina Almsted
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17 votesKarina Almsted
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24 votesKarina Almsted
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16 votesKarina Almsted
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43 votesKarina Almsted
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19 votesKarina Almsted
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54 votesKarina Almsted
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84 votesKarina Almsted
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107 votes
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61 votesKarina Almsted
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Would love to see the ability to store documents related to an agent (brokerage agreement, license application, etc.) within Command so it is all in one spot. A separate financial folder that is only accessible by MCA/AMCA would be especially helpful for bank account info uploads and other personal sensitive info.