Add Final Policy Request to Fund Branch Product Order drop down list.
It would be great to order Final policy requests in branch product order section in ECDT. Here we could send the Fund the marked up title commitment, survey and recorded documents. Also, could give our needed by date.
On the financial page, for the realtors, rahter than pulling down menos and scrolling until you find the one you want, can you make it so it recognizes text being typed so we have faster access?
Because scrolling down when you have dozens and dozens of broker names is wasted time
Allow us to send canned Outlook emails triggered by Event
Many of us do not use the portal and prefer to communicate directly with our clients via email and not send them an email to go look somewhere else for their email. Would be efficient to allow the option for emails triggered by events to be sent d...
Synch Scheduled Events with my PracticePanther calendar.
Similar to the idea to synch with Outlook. My office uses PracticePanther to calendar non-real estate matters, like trial work. This would help me see all tasks for every practice area in a single calendar. Thanks.
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Future Consideration
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Duplicate / Existing Functionality
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Will Not Implement
