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Jack Crane

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Activity overview

Latest activity by Jack Crane
  • Jack Crane commented,
    Official comment

    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

    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

    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

    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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    • 1 follower
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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...

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