785 results found
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event
Title: Create a TCPA-Compliant Landing Page for Event Signups
User Story:
As a real estate agent,
I want the ability to create a separate landing page for events and seminars,
So that I can manage event signups while ensuring compliance with TCPA regulations.Acceptance Criteria:
The landing page should allow users to register for events without relying on third-party platforms like Eventbrite.
It should include TCPA-compliant checkboxes for consent to contact via phone, email, and SMS.
The system should store consent records for compliance purposes.
The page should be easy to customize for different events and integrate with my CRM.…2 votes -
3 votes
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deborabertoni
1) Liberação de características dos imóveis em seus acabamentos, para que possamos ir construindo as várias opções e posteriormente com apenas um click, já possamos definir o que precisamos.
2) Liberação da duplicação do listing para que a modalidade apenas seja alterada (e logicamente na descrição a alteração seja feita), para que não seja necessária a digitação de todas as fases do listing. Ex. imóvel para venda e ou locação
3) Que exista uma carência para a apresentação do nr do IPTU e assim o listing não fique pendente por falta dessa informação, liberando listing. Caso não seja apresentada a…1 vote -
3 votes
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add incoming communication of any kind on the advanced filter
add incoming communication of any kind on the advanced filter. THis already exsist as a filter within the contact itself. For instance, I would like to filter out any contact that has every called, texted of emailed me in the last 6 months. this will help us determine which contacts to add smart plans to.
1 vote -
Make it possible to filter contacts by parts of the address. city, zip, state, etc.
current 'advanced' search only allows granularity to the primary address field. First, that the address is treated as sometimes one field, sometimes 5 is confusing from the get go, but if we're exporting Address, City, State, Country, and ZIP, why can't we filter to that level of granularity. While I'm there, why is it that if I want to fix the state portion of the address I have to first delete the entire address entry from the contact and re-enter the whole thing?
Can you expose a query interface please?
1 vote -
Add Note while Adding Opportunity
Currently, notes can be added to an opportunity, but not during the initial creation process. It would be beneficial to have the ability to add a note at the time of setup. This would allow for quick reference when managing multiple opportunities, providing an additional way to mentally keep them organized beyond an opportunity tag.
1 vote -
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 -
Option to Receive Copies of Sent Smartplan Emails with Personalized Details
When using custom Smartplans like birthday greetings, there’s currently no way to receive a copy of the exact email sent to contacts. While creating a test contact provides a preview, it doesn’t show the personalized details (e.g., the recipient’s name or merge tag content).
Request:
Please add an option to automatically send a copy of each Smartplan email to the user or a designated email address.Desired Outcome:
This feature would allow users to:Verify that personalized details are accurate.
Keep a record of sent communications for reference.1 vote -
Cumberland Subdivison
It would be helpful if Command included a feature allowing users to submit missing neighborhoods for review and inclusion. Currently, some subdivisions, like Cumberland, do not appear in search results. In cases where a neighborhood might have been previously listed under a different name (e.g., Wagner Farms), users have no way to request a correction or update.
By adding a "Request Missing Neighborhood" button, users could easily report missing areas, ensuring more accurate and up-to-date mapping in Command. This would improve usability for agents relying on precise neighborhood searches.
Would love to see this implemented!
4 votes -
Editing a Contact
It is currently a little cumbersome to have go into the edit penicil to make changes to a contact. For instance a quick tag to add, or a client has a number listed from an import, but I have to go into the edit menu to move that number to their main number. It would be nice if we could just click and edit right from the contact and not have to open the edit screen.
3 votes -
Lead Sources ring chart need to show all lead sources
The Lead Sources ring chart needs to reflect ALL leads for the time period so it matches a Contact find OR the Sources report needs to note that it's only reflecting the TOP 10 sources. It is not clear from just looking at the report right now.
3 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.
2 votes -
import contacts create opportunity
When importing a list of contacts it would be great if we could have an opportunity automatically be created at the same time similar to how Command MC allows us to add to recruit pipeline.
1 vote -
2 votes
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Trigger email from stage change in opportunity
Add the option so that once an Opportunity is changed to a different stage, it would automatically send a specific email out to that client. For example: An Opportunity changes from a stage called "Showings" to a stage called "Under Contract" - An email would automatically be sent out with details for the clients next steps.
3 votes -
Have separate fields for First name, Middle name, and Last Name
Have separate fields for First name, Middle name, and Last Name. We have some couples that only have 1 email address or no email and only an address. We would like to put John & Jane in the first name field, then Doe in the Last name field. As it sits right now for those that we have both names in it will only put the first (John) in an email sent... not John & Jane. So it'd make it nicer and more clean to have them in separate fields.
5 votes -
We need the agent to be able to select which images they want to display to the consumer (app/website).
We need the agent to be able to select which images they want to display to the consumer (app/website).
Currently, the agent has the option to display all images on the KW apps and website or hide all images. For a better selling experience, it should be possible for the agent to upload all images for a listing and then select which images they want to display or not on the websites (but still have them available on Command). The advantage is that the agent has more photos available in Command (in addition to those displayed on the website) to…
2 votes -
2 votes
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Add Door Drop as an interaction type
On a contact when you go to 'add activity' on the list of 'interaction type' I would like you to add 'door drop' or 'pop by' on the drop down menu. Then I can mark the days I personally show up at peoples homes with a door drop and then I can add notes if they were home or not.
4 votes
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