New: On-demand Transaction Reports and Custom Transaction Checklists
New anticipated features are here to enrich your Paperless Pipeline experience:
-
-
Run on-demand transaction reports
Build and save custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date fields, saving you the time of manually excluding unneeded transactions.
-
Hide completed tasks on transaction checklists
Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click.
-
Customize your Tasks and Unassigned Docs lists
Display the fields that make the most sense for your workflow, and hide the fields you don’t need to see. Removing unneeded fields from these pages will also increase space for the fields you do use.
-
More fields displayed on reports
Several fields can now be viewed on designated Commission Module reports allowing you to analyze commissions and performance more easily. They include:
- View Sales Volume on the Commission Summary page
- View Listing & Selling Volume on the Commissions & Closings report
- View Client Fees on the Agent Commissions report.
-
Filter Commission Module reports by Transaction Label
Use the Label filter to report on commission numbers based on transaction type, and generate reports that have only the data you need.
-
We’ve also released numerous other improvements and fixes to keep you working faster and more efficiently.
So Pipeliners, what’s your favorite new feature this fall? Email help@paperlesspipeline.com and let us know!
Want more ways to connect with us? Like us on Twitter, Google+, or Facebook to follow feature updates, news, and more from your Paperless Pipeline team.