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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SkySlope Supportposted
3 months ago
Admin
Created By Equity Summit Group
Requester
Agreed. needed for audit requirements
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SkySlope Supportposted
3 months ago
Admin
Created By Pthompson
Requester
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.
Created By Jennyaramburo
RequesterPlease 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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SkySlope Support posted 3 months ago Admin
Created By Equity Summit Group
RequesterAgreed. needed for audit requirements
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SkySlope Support posted 3 months ago Admin
Created By Pthompson
RequesterAnd, 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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