Avatar

Jack Crane

  • Total activity 58
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 26
Follow

Activity overview

Latest activity by Jack Crane
  • Jack Crane commented,
    Official comment
    1. Community
    2. Ideas & Feedback
    3. Request for additional condition options for the Sales Compensation element

    These ideas have been accepted and are currently being developed:    Note: We are tracking these internally through these two tasks: https://app.asana.com/0/1198945456442517/1199214506764293/fhttps...

  • Jack Crane commented,
    Official comment
    1. Community
    2. Ideas & Feedback
    3. Request for an option to make a flat fee recognized as company contribution

    We have discussed this and want to make a couple of clarifications to make sure we are all on the same page. Since the broker (company) is legally receiving the commission income first and then di...

  • Jack Crane commented,
    Official comment
    1. Community
    2. Ideas & Feedback
    3. A column for profile roles on the Profiles page

    This is a great idea, we will add Roles onto the Profiles list page.   Note: It is being tracked internally on this task: https://app.asana.com/0/1173047827222298/1199213637787853

  • Jack Crane created an article,

    Record a Loan and Repayment

    1. Bookkeeping & Accounting
    2. Banking

    Step 1: Set up a liability account to record what you owe First, set up a liability account to record the loan: Select Company > Finance > Chart of Accounts. Select ‘+ Create’ to create a new acco...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-02-02 Product Release

    1. General Platform
    2. Product Announcements

    Contacts Delegated Contacts Linking Delegated Information (Details and Locations) Default Disbursement Instructions can be found under Payment Method Default Disbursement Instructions can be overr...

    • Edited
    • 0 followers
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-02-18 Product Release

    1. General Platform
    2. Product Announcements

    Banking Improved logic to match bank feed transactions. Improved process to unmatch transactions. Display all matched transactions in the side panel. Added loading of unmatched transactions for cu...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-02-10 Hotfix Release

    1. General Platform
    2. Product Announcements

    SkySlope Sync Closed Deals Search Improvements Zipi Pay Same Email Address for Multiple Accounts when a user has access to multiple Zipi companies Bill Pay improvements New Controller Info Icon ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-02-03 Hotfix Release

    1. General Platform
    2. Product Announcements

    Element Parameters for Conditions (Finance>Compensation) 'Source of Business' has been added as a parameter. This is in addition to the SOB type that has already been available as an option in Dea...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-03-30 Product Release

    1. General Platform
    2. Product Announcements

    Deals Dual Deals released for General Availability, this addresses the common dual agency scenario that many brokers support for their agents. Introduced a new deal status type known as 'Processed...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Jack Crane created an article,

    2020-05-08 Product Release

    1. General Platform
    2. Product Announcements

    Deals Deal board layout improved with active card detection.  Deal board performance enhancements. Additional Deal Board filter options added and changes to filter layout. Allow Form for Requestin...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes