785 results found
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2 votes
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Birthdays on Imported Contacts
When importing contacts from your database, the birthday field updates to a date that is a month later than the actual birthday if you already have birthdates in the contact cards being uploaded.
1 vote -
Request to add more Prompts to the Prompt Panel in the SAP Reports Production Database. Currently we can only search by Region (Yes or No).
Today when I search on our Teams production to see how we rank in, say the Texas South Region or the entire U.S., I can only search by Region. Would love to have more options to filter the production data on the areas mentioned here:
- By Type (Group, Team or Ind. Team)
- By Reg #
- By MC
- By MC #
- By City
- By State (Include entire U.S.)
- By GCI
- By Volume
- By Units
Thanks for the support.
Would love to have the ability to create reports (save them) and then just run them whenever I need them and they automatically…
1 vote -
Agent Should Own Contacts they Enter in Team Database
If an agent on a team creates a contact on their personal side, and then immediately pushes it over to the team side, it keeps them as the owner of the contact. So in the case of them leaving the team, they can easily recover these people. However, if they happen to manually create the contact while under the team side in the first place, it makes the team the owner of the contact, making it very difficult for them to recover the contact.
This makes it very difficult to differentiate contacts that the agent enters themselves, which should belong…
1 vote -
Add the ability to search for a contact with specific content in the notes. EX: Search for all contacts with notes containing "Katy, 3 bedro
Add the ability to search for a contact with specific content in the notes. EX: Search for all contacts with notes containing "Katy, 3 bedroom"
11 votes -
Enhanced Organization for the "My Preferred Vendor" Page on KW Agent Websites
Stephanie Rankin has requested an enhancement to the "My Preferred Vendor" page on KW Agent websites to improve the organization and display of vendors.
Requested Changes:
Alphabetical Organization:
- Add a feature to automatically organize vendors alphabetically on:
- The "All Vendors" page.
- The pages sorted by vendor type (Vendor Type Pages).
- The "All Vendors" page.
- Add a feature to automatically organize vendors alphabetically on:
Manual Positioning:
- Enable the option to manually reorder vendors, allowing agents to position their vendors in a preferred order.
- Enable the option to manually reorder vendors, allowing agents to position their vendors in a preferred order.
Synchronization with Vendor | MoveEasy:
- Replicate the alphabetical organization functionality currently available in the Vendor | MoveEasy platform (used by Stephanie to manage vendors).…
3 votes -
Ability to link tasks together or create a series
It would be great if we could create tasks that are linked to one another for when we are working on large projects.
1 voteCould you not do this by linking them to the Opportunity? If not, please let me know why so I can look into a possible solution. Thank you!
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2 votes
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2 votes
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Default signature needed in email from contact module
It's fantastic that we can manage a number of signatures in the email module within contacts! But we need to be able to select a default one that automatically inserts into our emails. For every email we send right now, we have an extra two clicks to click on the add signature button, then click on the signature.
8 votes -
Add a filter to list Opportunities of Assigned agents that left a team
In the new All Opportunities tab, we lost the ability to filter Opps for agents that left the team. It would be essential to have a filter that would display those Opportunities as well as the assigned agents who left the team.
10 votes -
2 votes
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Repeating Opportunity Stage Tasks
So we are able to create tasks linked to an opportunity and make it repeating, however we are unable to make a repeating checklist task through the Opportunity Stages & Checklists customization. It would be helpful in particular for the Cultivate phase to have a repeating follow up call task that automatically is created to keep in touch with potential future listings/buyers, rather than having to create a task for every new opportunity in the Cultivate phase.
1 vote -
Ability to change the order in which Contact Custom fields are displayed
Provide the ability to change the order in which Contact custom fields are displayed.
3 votes -
Manually add listing for creating offers.
Is input being accepted about the functionality of adding offers in the new system? Having to choose one in our market center from KWmls makes a ton of extra work for us. We have agents all over the state.
AND I can't even help them by adding an exclusive listing because my only option is to have myself as the listing agent.
We used to just be able to put in an address and that was SO MUCH better!!!2 votes -
Button to Replicate Dual Opportunity
When you need to have a dual opportunity - it should just have a button that automatically replicate the opportunity w/o having to manually make it - it is a repetition and time-consuming
17 votes -
Smartplan functionality with Social Post.
Allow social post to be embedded in smart plans and have smart plan have the ability to be scheduled
2 votes -
Download all listing images with the click of a button
Agents currently have to download images from listings uploaded to the platform one by one or wait for the agent that owns the listing to send them. This can take a long time if there are lots of images or if the owner is on a break, vacation, etc. Our solution? Adding a button that downloads all of the images at once.
2 votes -
See the exact time a design was last edited
Agent wants to be able to see the last time a design was edited, command already includes the date but agent wants to see the exact time as well when it was last edited
3 votes -
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
23 votes
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