To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report
The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...
Phone Number Extensions option for new contacts in rolodex
Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.
It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.
It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.
Fix for issue when selecting a checklist on Create File screen
If a user selects a checklist on the Create File screen, then any events that are based upon the closing date will not appear because the actual closing date cannot be entered until a user gets to the Financial screen. If a closing date is then en...