User Fields
User Fields, allows one to customize the functionality of TotalBrokerage. Here is where you can customize everything from Activity notes all the way to Vend...
Tue, May 9, 2023 at 3:21 PM
To add vendor details go to Setup → User Fields. Click User Fields and then click Brokerage User Fields. Select Vendor Details next. ...
Wed, Jan 31, 2024 at 4:04 PM
TotalBrokerage now offers the ability to files into the vendor tab. In order to access this, click Setup and then User Fields. From the User Fie...
Wed, Oct 13, 2021 at 2:03 PM
You are now able to set custom colors for Transaction Dates. Each date within a transaction is able to given a select color which will appear on everyone ca...
Mon, Aug 29, 2022 at 2:10 PM
Customize and store essential information like birthdays, license expiry dates, and emergency contact details for your users through User Fields. 1) Nav...
Tue, Oct 24, 2023 at 3:40 PM
Activity Type - Account, Contact, or Transaction Inbound Phone Call Outbound Phone Call Email Text Note Appointment/Meeting Account ...
Thu, Mar 14, 2024 at 9:56 AM