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Hide checklists from all locations to only show those that belong to the transaction's location as available when manually adding checklists to transactions. Who Can Do This : can set account-wide preferences. To hide Checklist Completio...
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Show Completed Tasks in transaction checklists. Who Can Do This : can set account-wide preferences. To hide Checklist Completion Percentage from agents: Access Company Settings . Scroll to Settings : Scroll down to the section...
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Hide Checklist Completion Percentage from agents on transactions when agents aren't heavily driven by completion metrics and only admins need to see it.
Who Can Do This : can set account-wide preferences.
To hide Ch...
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Setting your company’s checklist preferences helps admins and agents maintain efficient workflows by determining how checklists are added, displayed, and managed on transactions.
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Start with the action ("Add a Thing...") and highlight the benefit to provide an action-oriented summary that highlights what the reader will learn to do and the benefits they will gain.
Who Can Do This : People with this ...
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Created On: 07/16/2024
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Created On: 07/16/2024
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Created On: 07/16/2024
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Created On: 07/16/2024