621 results found
-
Task List Scrolling
Is there a way to keep the task list from scrolling all the way to the top after making a date / assigned agent change?
2 votes -
Add a scroll bar to the Closing This Month section in the Opportunities applet
There is no scroll bar in that menu so it looks like a static chart. They should put a scroll bar so people know they can scroll for the rest.
3 votes -
7 votes
-
4 votes
-
Api nation google integration allows for more than just primary phone and email
, while we do have support for multiple emails/phones in contacts within Command, API Nation says they be able to sync to the primary fields for emails and phone numbers.
KW Command currently allows for syncing information to the Primary Email and Primary Phone fields only.
5 votes -
Allow Tech Support Remote Access rather than constant screen shots
Easier and more efficient tech troubleshooting with remote log in access like Reppert factor. Tech Support feels antiquated to constantly screenshot issues - would be nice to actually have a phone conversation as well as the chat doesn't always translate well when it's technical.
2 votes -
Contact Assignees Notified w/ New Notes or Activities
Idea: Assignees of Contacts get a Command notification whenever a new note or activity has been added to the contact their assigned to. While beneficial for solo agents, this would also be extremely beneficial for teams and ensure that all assignees of contacts are easily notified when something new happens with a contact their assigned to.
2 votes -
Allow for .gif files in email designs
It would be great if our agents could incorporate .gif files into their email designs easily via the image. We have agents in our market that like the animation gif that their brokerage offers.
The added movement makes the piece seem more engaging rather than static, especially for video previews.
10 votes -
4 votes
-
Add Assignee Field to Export file
Please add "Assignee" as a column in the Export file. Within the export file, team managers need to know which team member is assigned to a specific contact. Currently, you have to first filter by assignee and then export, which means separate exports for each team member. It'd be more efficient to export all contacts, clean up the file and then sort by an Assignee column. So many other fields are included in Export, why not Assignee?
3 votes -
When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense…
17 votes -
Handwritten Letters Campaigns
Essentially duplicate the existing direct mail campaign process, but partner with a third party company (like scribe) that would print and mail out handwritten letter using their 3d printing technology. So I could upload into Command a copy of a handwritten letter and select who I want it to be sent to, both in and outside of my database, just like how real mailers is currently set up. Then scribe would simply print the message on the selected cards, and mail them to who we have selected. This would be an incredible tool for all database touches and farming.
6 votes -
Change Opportunity Name in Command to Property Address, not the Contact name
Can we get the Opportunity Name (shadow) in Command to say "Property Address" NOT the Contact Name. The Contact name is ALREADY in there. It makes it impossible to find the Opportunity in Command when it's put in with a Customer/Contact name.
3 votes -
Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card.
16 votes -
Commission and Royalty Reports
Allow agents to view and download their full commission and royalty report from the widget that displays the totals.
12 votes -
Ability to Map our contact addresses for shorter drive time
I do pop-bys for my clients and with the growing date base, if we could just check mark the names and ask the command to map the addresses to utilize less drive time, it will save us a lot of time. Google map can only do 25 addressed max, there are other apps that will do 50 addresses but we have to share the contacts with them. We need command to do this or us so we do not upload our contacts in a third party app. Please help.
11 votes -
Legal Name and Contact General Name
Use legal name field for contact for dotloop integration and docusign instead of the general name field. The general contact name field at this time has to be the clients "legal name" in order for it to carry over as the signatory name but is too formal in most cases when using smart plans or campaigns.
John Doe - Contact name (becomes signatory name for documents)
Jonathan Doe - Legal name (does nothing) - so Jonathan Doe needs to be the contact name - but then sounds too formal in smart plans and campaigns etc2 votes -
4 votes
-
Notes left for MCAs and compliance to or from agents
Notes left for MCAs and compliance to or from agents - place a little "Mark as Unread" - because sometimes I am communicating with an agent as an MCA and check a message sent, and find out it was meant for our compliance person. They miss it because it's no longer indicating there's a message for them.
4 votes -
Daily Task Email
The ability to have an email sent to myself (command user) with all tasks & birthdays etc due that day as a reminder. (Most crms have this feature)
5 votes
- Don't see your idea?