Hide completed tasks on transaction checklists: Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click.
Learn how to hide completed tasks here →
Customize your Tasks and Unassigned Docs lists: Display the fields that make the most sense for your workflow, and hide the fields you don't need to see. Removing unneeded fields from these pages will also increase space for the fields you do use.
Learn to show and hide fields here →
More fields displayed on reports: Several fields can now be viewed on designated Commission Module reports allowing you to analyze commissions and performance more easily. They include:
- View Sales Volume on the Commission Summary page
- View Listing & Selling Volume on the Commissions & Closings report
- View Client Fees on the Agent Commissions report.
Filter Commission Module reports by transaction label: Use the Label filter to report on commission numbers based on transaction type and generate reports that have only the data you need.