833 results found
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1 vote
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Smartplan and contacts
In the search filter for contacts,
How can I filter the contacts who had the smart plan in the past and not current? Could you add a filter please? I understand that i can find it in the activity, but with 800 in my database, that's a lot to go thru. This is to avoid repeating the smart plan on the clients.
Or if you cannot delete the smart plan under the smart plan section , even if it's completed.2 votes -
3 votes
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feature request to get the total cost spent on ads for current year easily instead of having to go through eacn month manually
I'd like a feature request to get the total cost spent on ads for current year easily instead of having to go through eacn month manually to calculate total cost
4 votes -
81 votes
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reassign contacts when team members leave
When an agent leaves a team, contacts assigned to that team member need to be reassigned to the rainmaker automatically.
Often times a team forgets or doesn't know this needs to happen, then emails may go out from Smartplans that look like they come from that agent even though they are not on the team anymore.1 vote -
Add Search Parameters to Contact Track Buyer Preferences at a Glance
It would be valuable to have the ability to quickly view and track what my client are looking for using specific search parameters, such as property type (single-family, condo, etc.), number of bedrooms, bathrooms, square footage, and more. This feature would allow us to easily see our clients' preferences at a glance, saving time and making it easier to match them with suitable properties.
Having this information readily available in a client’s profile would streamline the home search process and ensure that agents are always up to date on their clients' needs. It would also be great to include additional…
3 votes -
Archive Smartplan Option vs just Deleting & On/Off Toggle for Smartplans Available in Library
It would be nice (especially for teams) to be able to archive smarplans or toggle specific smartplans on and off as active to team members. We have certain smartplans that are used for follow up from specific events once a year. I don't want to delete the smartplan; however, it is cumbersome to have it in our list all year round of available smartplans. Having some way to turn those on and off from our list of available plans would be ideal.
2 votes -
Make Command display the notes in list format too, not just as a paragraph.
Make Command display the notes in list format too, not just as a paragraph.
2 votes -
The ability to filter by our teams assignees in opportunities
Team Rainmakers/Admins would benefit from being able to filter through our opportunities by "Assignee". Right now you can only filter by owner or tag. On teams the "owner" will always be the Rain Maker. Making an assignee option to filter through would be extremely helpful for teams with 3 or agents or teams that have a high volume of units.
1 vote -
Support International Phone Numbers in Commissions for Referrals
Currently, when adding an international referral in the Commissions section, the system does not allow users to input phone numbers with international country codes. It assumes all phone numbers are in a North American format, which results in errors for agents working with international referrals. This enhancement will allow users to add international phone numbers, ensuring proper data entry and improved communication with referral agents.
4 votes -
add confetti when a task is completed
add confetti when a task is completed
2 votes -
Link All Contacts in a Household or With A Common Address
We need the ability to link multiple contacts living in a single household with the same address.
There should be system logic to identify and suggest household members based upon a common address in command. There should also be the ability to manually link household contacts if we do not yet have their address.
This would be different from the relationships feature since related contacts may or may not all live together.
7 votes -
KWC designs: remove duplicate company address at the bottom of email newsletter
In the 'designs' section of command, and create an email campaign for a new listing, on the very bottom bottom of the design template, it auto populates my KW logo, and contact details TWICE as shown under my photo.
Please help me to remove one side of the branded information and not two of the same footer.2 votes -
allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
36 votes -
share notes
Have the ability to include the note I add to one of my contacts to be updated on their associated persons (ie. spouse) contact card. Example:
I add a note to James Doe and same notes gets added to Jane Doe
Note: Talked to James and he said they will sell in 3 monthsI want the note to automatically or give me an option to have that same note added to the associated person.
2 votes -
Searchable Custom Fields
Currently we are able to create a custom field in command based on a category created by the user. However this option can only be viewed under the individual contact card. From the contact dashboard there should be a way to filter through custom fields using the advanced or basic filters and the column should be Clickable so these same contacts can be sorted based on but not limited to ascending, descending, newest, oldest etc. Finally the ability to bulk tags these contacts based on custom fields should be available too.
9 votes -
Activity tracking work days
Can we please have the work days for the Activity Tracking start on a Monday? It currently starts on Sunday and ends on Saturday, and I believe most of us track activity Monday through Sunday.
2 votes -
Eliminate the pop up box when checking off a task in an opportunity
A pop up box comes up every time you check off a task in an opportunity. This box gets in the way of reading & checking off the other tasks, so you have to scroll to see the next task you want to check off. Eliminate the pop up box so that we can quickly check off the tasks that have been completed. The pop up box is not necessary. We don't need a pop up box to tell us we just completed checking off a task.
3 votes -
4 votes
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