Reps ticking off contract conditions is a problem for our office...
When a rep ticks off a contract condition in their reminders it then updates the "change status" section and we as admin loose track of where the file are at. The two sections should not be linked, we as admin generate reports and because they have been ticked off by the rep in their reminders section the items do not appear in our reports and leaves us vulnerable to miss things: EG commission invoices to go out at unconditional stage.
Anonymous
Reps ticking off contract conditions is a problem for our office...
When a rep ticks off a contract condition in their reminders it then updates the "change status" section and we as admin loose track of where the file are at. The two sections should not be linked, we as admin generate reports and because they have been ticked off by the rep in their reminders section the items do not appear in our reports and leaves us vulnerable to miss things: EG commission invoices to go out at unconditional stage.