Reason
When an agent cannot update a certain field on a transaction, Pipeline is doing its job and limiting what the agent is allowed to change.
Once a transaction has been added, Pipeline automatically controls what fields an agent can edit based on the permissions an admin has granted them and general security rules set by the system.
Solution
To troubleshoot this:
- If you are an agent, ask your admin to update the field for you.
- If you are an admin and would like to know what is required for an agent to update a certain field, check the field below.
Location
Location can be changed by a master admin only.
Transaction Name or Property Address
Transaction Name or Property Address can be changed by admins only.
MLS or Transaction Number
MLS or Transaction Number can be changed by admins only.
Status
Status can be updated to an Active, Listing, Pending, or Other Status by agents with permission to Change Transaction Status.
Agents with permission to Change Transaction Status can also move transactions to a Closed or Fell-Through Status if that company-wide option is turned on. Learn more about Managing Agents' Ability to Set Transaction Status to Closed →
Label
Transaction Label can by changed by admins only.
Listing Date
Listing Date can be changed by agents with permission to Change Transaction Status.
The agent who created the transaction can change the Listing Date as long as the transaction is in a Listing Status.
Expiration Date
Expiration Date can be changed by agents with permission to Change Transaction Status.
Acceptance Date
Acceptance Date can be changed by agents with permission to Change Transaction Status.
Close Date
Close Date can be changed by agents with permission to Change Transaction Status.
Optional Dates / Contingency Dates
Optional Dates / Contingency Dates can be changed by agents with permission to Change Transaction Status.
Optional Fields
Optional Fields can be changed by agents with permission to Change Transaction Status.
Custom Fields
Custom Fields can be changed by any agent on the transaction.
More Info
More Info can be changed by any agent until the transaction is in a Closed Status.
Once the transaction is in a Closed Status, More Info can only be changed by an agent who both created the transaction and has permission to Change Transaction Status.
Admin Info
Admin Info is visible to admins only. It can never be seen or changed by agents.
Buyer Name & Lead Source
Buyer Name & Buyer Lead Source can be changed by any agent on the transaction until a transaction is in a Closed Status.
Once the transaction is in a Closed Status, Buyer Name & Buyer Lead Source can only be changed by an agent who both created the transaction and has permission to Change Transaction Status.
For offices subscribed to Commission Module, Buyer cannot be changed by anyone once Commissions have been entered for a transaction. The CDA will need to be re-generated to update the Buyer Name.
Seller Name & Lead Source
Seller Name & Seller Lead Source can be edited by any agent on the transaction until the transaction is in a Closed category Status.
Once the transaction is in a Closed Status, Seller Name & Seller Lead Source can only be changed by an agent who both created the transaction and has permission to Change Transaction Status.
List Price
List Price can be changed by agents until the transaction is in a Closed Status.
An agent who both created the transaction and has permission to Change Transaction Status can change the List Price any time.
Sale Price
Sale Price can be changed by any agent until the transaction is in a Closed Status. Agents with permission to Change Transaction Status can change it during any Status.
For offices subscribed to Commission Module, once a Commission Disbursement Authorization is generated, Sale Price cannot be changed on the transaction. The CDA will need to be re-generated to update the Sale Price.
Total Commission
Total Commission can be changed by admins only.
Commission Summary
Commission Summary can be edited by any agent on the transaction until the transaction is in a Closed Status. Agents with permission to Change Transaction Status can change it during any Status.
For offices subscribed to Commission Module, Commission Summary cannot be changed by an agent once Commissions have been entered for a transaction.
In-house Agents & Outside (Co-op) Agents
Agents with permission to Change Listing / Selling Agents Of Own Transaction can add or remove agents on their own transactions as long as the transaction is in an Active or Listing Status. Once a transaction reaches a Pending Status, they cannot add or remove agents.