
Jack Crane
Activity overview
Latest activity by Jack Crane-
Jack Crane commented, Official commentThese 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...
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Jack Crane commented, Official commentWe 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...
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Jack Crane commented, Official commentThis 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
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Jack Crane created an article, Record a Loan and Repayment
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...
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Jack Crane created an article, 2020-02-02 Product Release
Contacts Delegated Contacts Linking Delegated Information (Details and Locations) Default Disbursement Instructions can be found under Payment Method Default Disbursement Instructions can be overr...
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Jack Crane created an article, 2020-02-18 Product Release
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...
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Jack Crane created an article, 2020-02-10 Hotfix Release
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 ...
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Jack Crane created an article, 2020-02-03 Hotfix Release
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...
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Jack Crane created an article, 2020-03-30 Product Release
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...
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Jack Crane created an article, 2020-05-08 Product Release
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...