Clients and Agents Settings
11 articles
- Report Link Availability
- Update Agent Label Name
- Prevent Report Viewing without a Signature and Payment
- Enable Private Agent Notes
- Customize Agreement Welcome Message
- Agent and Agency Display Options
- Set When Clients/Agents become Active/Inactive
- Report Emailing Options
- Override Who the Email is Coming From for Attachments
- How to turn on the Repair Request feature for your agents
- Interacting With My Clients and Agents