PEOPLE

• Create a column sort feature for the "person address" column on the People > Search screen
  • "person address" field needs to have the ability to sort alphabetically when users click the header.
• https://accounttech.screenstepslive.com/a/1911814-sort-feature-for-the-person-address?token=3IVGrNkQLQLnwIHJRxKQffaIiHtMdo7e

PROPERTIES

• Properties > Commission (UI/Design) Changes needed for Tax Collected field
  1. automatically recalculate when one of the following criteria is met:
     • "our seller" is checked and listing commission % or listing commission $ is updated
     • "our buyer" is checked and selling commission % or selling commission $ is updated
     • "pay cobroke" is checked and cobroke commission % or cobroke commission $ is updated
  2. lock in a value manually entered by a client
  3. unlock the manually entered value if a client needs to trigger the field to recalculate

REPORTS

• Reports > Add Company Multi-select parameter to Profit and Loss by Company
  • add a multi-select parameter for "Company" so user will have the option to run the report for selected companies only instead of all companies
• https://accounttech.screenstepslive.com/a/1915944-profit-and-loss-by-company-report-multi-select-parameter-for-company-needs-update?token=LnEb5TX33PXJ3h7wkxuMvJvdKuzl_irK

FORMULAS

• Add "TR Type" as an option on all advanced criteria screens:
  • Formulas > Totals
  • Formulas > Deduction Rules
  • Settings > Extra Vouchers
  • People > Overrides
• Add property [city] and [zipcode] merge fields to the advanced criteria
  • Formula>Deduction Rules
  • Formula>Total
  • Settings > Extra Voucher
  • People > Overrides
• https://accounttech.screenstepslive.com/a/1915950-advance-criteria-in-merge-fields-city-and-zip-code-needs-update?token=6999KiMTqHbxx20CiWJBGMpm3owEzd1p

darwin Cloud

• Ensure that all agent totals are updated within a reasonable timeframe