Admins: Enabling trade record requirement section in order to submit.

Owned by Nicole Cockcroft
Feb 21, 2023
1 min read

To Enable the Trade Record Field Requirement section go to:

 

My Brokerage > Settings > Trade Record

 

The Following fields that are highlighted in GREEN are the required fields that need to be populated in order for submission:

 

In the Contacts Tab in the Trade Record, at least One Buyer/Seller must be populated also:

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