741 results found
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See if contact is opening email from the Contact Page
It would be great to see if a contact is opening or clicking on emails (for each email sent) from inside their contact.
20 votes -
Allow Duplicate Contacts in Team Database
For larger teams, we run into a lot of cases where a member of the team adds someone to their contacts, only to see the contact already exists in the team database. Our current workaround is telling the second agent to add the contact to their personal database, but then they can not leverage the team's SmartPlans, create team opportunities, the contact is not visible to the team, etc. We would love to have our agents operate solely out of their team account, but this snag makes it nearly impossible.
It would be nice if you could toggle a setting…
20 votes -
flow chart if/then smartplans automation
agent would like smartplans to would more like https://keap.com/ on keap they use an if/then mapping chart, so that if very specific interactions happen then it will change the flow of the plan as needed. so like our remove triggers but wayyy more in depth
20 votes -
Task Follow-up
When finishing one task would like an optional prompt to create the next task to ensure they are following up.
20 votes -
Show Email Open as Contact Timeline Activity
I send out email campaigns regularly through KW command to my sphere of influence. When I go into a profile to see activity on their timeline, it shows that the email was sent, but doesn't show if it was opened or not.
Is there a way to add their activity on the recent campaign, for example, whether they opened, clicked, etc...?
20 votes -
Sync Spouse Information (Address, Tags, Email, Phone, etc.)
It would be great when you add a spouse to a contact for their home address to copy over to the spouse and the tags as it is double the work currently the way it is set up. Thank you!
20 votes -
Email canva html
The ability to upload to command email designs a downloaded newsletter design from canva as a html.
19 votes -
Command Calendar (Synced to External Calendars)
A calendar within command that can sync to our external calendars, icloud, google would be amazing
19 votes -
email lists
Can we update the way we scour through the email lists? Having to load 100 at a time, then have to wait for next 100 and have to return to the top each and every time to do anything is a waste of time.
18 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
18 votes -
Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
18 votes -
Calendar integration for Opportunity Key Dates
My Operations Manager had a great idea today: Calendar view on Opportunities. (So if you're trying where everything is within a week/month timeframe, it's easier to view.) Sync with Google Calendar too.
18 votes -
Notifications for Individual Tasks Due
Currently, command mobile only sends out a task summary push notification for the day. Example: "You have 5 tasks due today and 10 tasks overdue"....
Would love to have a task push notification go out for individual tasks that are due by a specific time. Example: "Send Bob a confirmation call/text to confirm your meeting at 2:30pm today. Due at 10am"
18 votes -
Combine Contact Spouses on Mailing Labels with One Last Name
When doing labels print only the last name of the couple once unless one of the parties has different last name. Example Joe and Jane Smith not Joe Smith and Jane Smith
18 votes -
Bulk Add/Remove Collaborators and Assignees
In a team command I would like to be able to bulk add collaborators like i can bulk assign. Essentially they select all the clients to do the bulk action and then select add collaborator and then it pulls up the list of agents to make a collaborator.
18 votes -
Prioritize Preferred Contact Method in Contact Record
preferred contact method should be where the phone and email are entered so can immediately see what client prefers; having to scroll down is tedious--you're just not going to do it for every person you meet; plus they may get annoyed if you contact them the non-preferred way and that strains the relationship (weren't you even listening when i told you not to * but instead to *) Anyway, would like to see it in the main 'box' for the contact
18 votes -
Edit the 'Notes' Associated with an Activity
When adding an activity for a contact, you are able to add your notes associated with that call, text, mailing, etc. However, you cannot edit those notes once the activity is saved. So if you make a mistake you cannot undo it.
17 votes -
Commission Cap Tracking to Dashboard
This needs be on the dashboard, not buried in the Profile menu. The agents have a hard time locating it there, and it is a key business insight for them.
Please do not close this again with: Hi there! You can now track your cap progress in My Profile under My Affiliations > Compensation. :)
That defeats the purpose of the suggestion.
17 votes -
Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
16 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…
16 votes
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