Grasp Agent - Online Agent Statements

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  1. display only ACTIVE or TRUE users

    On the USER ADMIN, have the option to ONLY display ACTIVE or TRUE users

    2 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • would like to be able to purge reports for one agent

      we need to fix agent reports sometimes and it would be great to be able to purge reports for one agent only rather than the whole agency

      2 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Sort User Data

        On the User Admin page, is there a way to add one or both of the following items?
        • Can we get a column for Trams Interface ID? Since you keep so many inactive agents in the system, I have to make sure I’m not using an ID for a new agent that has been used in the past. Otherwise, it screws up the reports.
        • Can you add a column sort? When I look for dupe ID’s, it would help if I could sort that column.

        2 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Graphs should not show zero's

          You have more amounts than pie slices
          Maybe you should use different colors instead of multiple amounts for each pie slice

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Make Goals an optional field by user

            As an admin I should be able to turn on and goals by user

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Have one date under Interim Statements

              It is not a Date Range - using the same starting and ending date - it is misleading .

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Dashboard Year Over Year Graphs should be a rolling 12 months

                The way that it is now - you will never see December year over year because you do not finalize until all your voids go through which is the beginning of the following month - it is January so the old year disappears

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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Change the Title to Finalized Statements

                  or Commission Statements to match what it is called in reports

                  The next selection is Interim Statements so you should identify what Statements are

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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add Vendor Pay Status to the Search Criteria

                    This would help an agent look at just open items that are past date travel. Running the Open Item Report mixes old itineraries with future travel. Agents need to focus on past due open commissions

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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Remove amounts over Year over Year Graphs as the amounts run into each other

                      Having the amounts overlap looks sloppy and unprofessional

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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Change the Date Paid under Statements

                        As many get paid at different dates - Date is sufficient

                        Change the actual date to the month and year

                        12/31/2016 should read December 2016

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                        Grasp Agent - Online Agent Statements

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