Settings and activity
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13 votes
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Schuyler Borg
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10 votesSchuyler Borg
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21 votesSchuyler Borg
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45 votesSchuyler Borg
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57 votesSchuyler Borg
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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!
Schuyler Borg
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106 votesSchuyler Borg
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123 votesSchuyler Borg
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127 votesSchuyler Borg
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148 votesSchuyler Borg
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This would be a massive help!
Market Center leadership needs the ability to easily export Smart Views from the Associates applet in CommandMC into Excel, CSV, or PDF format. Currently, pulling a complete and accurate roster for our MC use cases requires combining multiple separate reports, cleaning and merging the data manually, and repeating that tedious process every month. This makes it nearly impossible to maintain up-to-date, reliable information for all agents especially with constant turnover and new hires.
Having the option to export Smart Views directly would save Market Centers significant time and improve accuracy across every system we use. Our teams depend on this data for communication, agent recognition and retention efforts, as well as for managing third-party tools and platforms and internally built MC tracking systems.