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What would make BrokerEngine more useful to you?
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Related Parties- easier info view please
Improvement
Under Review
August 18, 2025
• Related parties- can we please have the ability to have all info displayed. It isn’t that much info. I don’t know why people would want the contact details (especially) minimised as you just have to increase it anyway as that is the info that you mainly need.
It is currently just an extra click that isn’t necessary to see the info that we really need- phone number and email address.
Address don’t need at all but fine to be there
1 comments
Divyang
323 days, 20 hours ago
Hi, I agree this is handy information to have at a quick glance than having to click under related parties and then to all the different tab. There is a solution in there though that may help for time being until they review this. Go to the deal dash section on the lefthand side and click on the widgets setting button on the far right (which says customise your deal dash board when you hover your mouse pointer over it), in there can play around with how your widgets looks and what information you want it to show based on your preference which includes the relevant party contact details. You can add, delete and then move it up in order of visibility within display board. click on apply changes. You then just need to ensure you click deal dash and you will have this information populated in there.
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