User Fields
User Fields allow Brokerage Managers to customize TotalBrokerage to better fit their brokerage’s specific needs. Depending on your TotalBrokerage plan, ...
Thu, Aug 20, 2026 at 12:15 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
To create or edit User Fields for Vendor Files, go to Setup > User Fields > Brokerage Scroll to the bottom of the list to sel...
Tue, Mar 25, 2025 at 4:57 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...
Thu, Mar 20, 2025 at 10:11 AM
Customize and store essential information like birthdays, license expiry dates, and emergency contact details for your users through User Fields. 1) Nav...
Thu, Mar 20, 2025 at 10:06 AM
Activity Type - Account, Contact, or Transaction Inbound Phone Call Outbound Phone Call Email Text Note Appointment/Meeting Account ...
Tue, Jul 30, 2024 at 1:00 PM