1362 results found
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Option to turn off leases on opportunities page
We do not do leases. How do I make leases go away on the opportunities page to make it less cluttered.
1 vote -
Transferring Opportunities between Market Centers
We had a team transfer from another KW Market center and they brought their listings with them. They already made the opportunities and contacts at the other Market center but they are working from ours now. Could you please add a way to transfer opportunities between Market Centers? For all of the associate transfers within KW.
1 vote -
Offers for Leases
The ability to send offers to landlords in the lease opportunity.
1 vote -
Clean up naming structure for document export in Opportunities
Clean up the prefix of the document names when files are exported and shared from within opportunities. When the exported file is unzipped a prefix of characters are added before the name of the document.
This either (1) presents the recipient with a chaotic list to sort through
or
(2) requires that an agent rename every document that is exported prior to sending to a client, which is not efficient.1 vote -
Ability to select the default version of Document folder in Opportunities
Inside of Command Opportunties, agents are able to create a new version of an under contract folder. Many agents use this for a backup offer, but are currently unable to set the new folder to default as open if they need to start using that other folder. This has led to agent's uploading docs to the wrong version or downloading the wrong documents. Either being able to select which version will default open, or even having it remember which folder was open last would be a helpful feature.
1 vote -
More document options in custom folders
excel or doc for instance
1 vote -
Using Date Custom Fields as Task Triggers
Looking for added function: Mark a checkbox with a custom field to create a task with a trigger date of X days before.
Use case: Agent (75+ deals per year) using custom important dates to send out personalized handwritten cards as the entirety of their 33 touch program. RealtyJuggler currently prompts on these custom dates a few days in advance to remind to create and send the cards.
Dates used:
Home Anniversary
Wedding Anniversary
Spouse Birthdays
Kids Birthdays
1st Day of School
Holidays
1 vote -
"Opportunity Already Created" Notice When Making Multiple Opportunities For A Contact
Issue: many agents create multiple Opportunities for the same contact/transaction because they do not remember making one OR they do not know how to find the one they already made.
Solution: allow for a modal to pop up when an agent begins to create an additional Opportunity for a contact using the linked contact as the trigger.
Example: an agent creates an Opportunity for Mr. Buyer. Later the agent forgets that an Opportunity is already made for Mr. Buyer and begins to make a second one. Once "Mr. Buyer" is linked in the Create Opportunity screen a modal pops up…
1 vote -
Automatically link to social media profiles
Recruiting Bridge automatically links to contacts' social media profiles when I input their contact information. In Command, I have to manually go find their Facebook URL, Instagram handle, etc. and copy and paste each one of them separately. Can we make it automatically sync like Recruiting Bridge does?
1 vote -
Feature a built-in email composer window
Manual email composition using a built-in composer/editor should be a baseline product feature. For those of us using Gmail (or other web based email) clicking on the contact's email address, then waiting for a window to open, gmail to load, and pasting in an email address is TIME CONSUMING and infuriatingly slow. A built in composer is base functionality in most CRMs. Follow-Up Boss for example has MASTERED this functionality and should be used as a model. See attached video.
1 vote -
Edit Info within Contact profile with less clicks and scrolls
Going into the profile, then clicking the pencil icon, then scrolling to find the right category a dropdown is getting tedious and time consuming. It would be great to be able to edit from the profiles main page so you have all categories at a glance. I think it will cut the amount of time taken to enter data in half.
1 vote -
Put address in main contact info (above the fold)
Having the address under additional contact information is tedious and weak sauce. Make it a main field like a phone # and email. Thanks. EC
1 vote -
Automate Activity Tracker
I come to KW Command from Follow-Up Boss, which is great in that it auto-reports your dials, connections, appointments etc as you logged them. During a productivity coaching session I can simply change the date ranges and show my activity.
It would be great if this feature were created within KW Command, particularly if the stats were tracked in calls and messages iniated through Kelle.
1 vote -
"Attach File" function
I would like to upload specific, non-transactional documents to a client's contact record.
1 vote -
Allow tag deletion even if clients are contained in that tag
I would like to delete a tag, even if I have tagged clients with it.
1 vote -
Add Extension Numbers to Contacts
I would like to enter my client's phone extension (ext) in their contact record.
1 vote -
Child's Name 1-4
I've added a Custom Field for Child's Name 1 and will do so for 2-4, etc. and do a bulk edit for all contacts. Would be helpful if this was a standard option.
1 vote -
Multiple birthdays within same contact
Multiple birthdays with reminders, within a single contact. Husband & wife, several adults, numerous children. Each with their own birthdate, reminder & auto email greeting
1 vote -
Suffix on contact name
We need a way to put in a suffix on a name such as Sr, Jr, Dr etc
1 vote -
Make Contact "Notes" Searchable
Making "Notes" searchable would be great, even if it's just the title of the note. It would likely need its own search field, though.
1 vote
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