832 results found

1. If/Then Functions for Opportunity Task Checklists

   For checklists, I would like to set up "If-then" scenarios where if a box is checked then another checklist appears. In other words, make a checklist item a question and then based on the answer, have different checklists populate that apply to that answer. For example, Checklist Question: Inspection Results; Answers: a) Satisfactory, deal moving forward; b) Unsatisfactory, Repairs Needed; c) Dissatisfied, withdrawal from deal

   IF inspection is checked as "Dissatisfied", THEN another checklist for Mutual Releases/Withdrawal from Transaction is added. IF inspection is Unsatisfactory and requires repairs to move forward, another checklist item displays for adding an addendum, etc. IF satisfactory and no further negotiations are needed, THEN another checklist is added with next steps and the stage is then complete and ready to move to next stage.

   There are other If/then scenarios that can arise too, that may require different steps depending on the situation, but it would be nice to not have to type in an entire checklists over again for typical situations that may not apply to every deal, but do come up from time to time.

   For checklists, I would like to set up "If-then" scenarios where if a box is checked then another checklist appears. In other words, make a checklist item a question and then based on the answer, have different checklists populate that apply to that answer. For example, Checklist Question: Inspection Results; Answers: a) Satisfactory, deal moving forward; b) Unsatisfactory, Repairs Needed; c) Dissatisfied, withdrawal from deal

   IF inspection is checked as "Dissatisfied", THEN another checklist for Mutual Releases/Withdrawal from Transaction is added. IF inspection is Unsatisfactory and requires repairs to move forward, another checklist item displays for adding an addendum, etc.… more

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2. Notification for Multiple Opportunities Created for One 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 saying "You have already created an Opportunity for Mr. Buyer. previous Opportunity name displayed Do you wish to make another?" Give the option to cancel, create new Opportunity, or click on one of the pre-existing Opportunities.

   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… more

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3. Allow Multiple Birthdays within Contact

   Multiple birthdays with reminders, within a single contact. Husband & wife, several adults, numerous children. Each with their own birthdate, reminder & auto email greeting

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4. Select "Default" Version of Checklist Versions

   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.

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5. Notification for SmartPlan Ending in Error

   Would it be possible to have an email or notification sent to me when a SmartPlan ends in error? I am finding these errors are happening and I am not aware of it. Don't want anything slipping through the cracks. Thanks!

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   in the backlog  ·  0 comments  ·  Messaging and Notifications  ·  Delete…  ·  Admin →
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6. Client Neighborhood Addition Notification

   When client adds a neighborhood, it shows up in notes and sends a alert

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7. Allow Multiple Email Accounts

   I would like to have multiple email accounts.

   2 votes

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8. Show All Contact Tags (Scroll)

   Would love to be able to see all my custom tags on one page. I currently have 681 tags (many are automated) tags and viewing them 10 at a time is just not workable.

   I also use Follow Up Boss and it has the ability to see them all on one page. See attached screen shot.

   I do see some value in the current display so you can sort on the various columns.

   Maybe the solution is to have two views available.

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9. 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.

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10. Automated Social Posts for New Listings

    We would LOVE to have the ability to automate Social Media Marketing directly from the MLS/IDX. For instance, a new listing of one of our agents hits the market, it feeds into Command and triggers a social media flyer about that listing onto the agent's media platform, based on templates we have chosen

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11. Ylopo Integration with Command

    Integrate with YLOPO for marketing and continued processes that link with CRM.

    1 vote

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12. activity email format

    Please allow formatted text in activity entries. Email chains are munged together and are nearly unreadable, text message entries are worse

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