Auto-number File ID

Jennyaramburo

• November 19, 2018 21:42

Please have the system auto number when a listing is created or a transaction is converted or created. All companies count sides so if you have a listing that is a side and wen its sold that is a side also.  And if you make it so admin can set up the first number at the start of the year or when a company signs up for  skyslope. For instance in our office every year our numbers will start with the year and we start with file no.1 so next year will be 20191, 20192, 20193.....

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  Pthompson

  • November 20, 2018 16:03

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  And, to be able to tell between a team leader verses a team member. On our teams, it is always the leader who gets the counts. This would also be helpful when integrating into Lone Wolf. Currently when integrating to LW, it give the count % based on the commission % entered in to SS for teams. 

   

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  Equity Summit Group

  • April 12, 2022 19:37

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  Agreed. needed for audit requirements

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