919 results found
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Update buyer or sellers new address when transaction closes
Update buyer or sellers new address when transaction closes
1 vote -
Custom Resolution on designs
The ability to assign a custom resolution to our designs would be greatly appreciated. I noticed that mailer designs output at a resolution that is not compatible with the mail campaign upload. Some additional integration between those applets would also be great
1 vote -
Offers and Commissions
With so many teams and different pay structures for those team members, it would be nice to have the ability as a team owner to input each agents split, and for the math to show it how I pay them out. IE: if I have an agent on a 70% split and another on an 80% but they are each paying 5k toward the team cap, the system would track and show the cap and automatically change the commission to the new rate after they hit their cap. I can not see anything in command to see where my team…
1 vote -
KWIQ Appears on Every Page
KWIQ should be accessible from any page on Command. Right now it only appears on the home page and when you navigate to the other pages it goes away. It's inconvenient when you ask how to do something on another page and you have to toggle between home and that page for the steps.
1 vote -
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 -
send pdf in email campaings
ADD a content tab to add a PDF to the body of an email campaign.
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 -
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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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 -
Smartplan functionality with Social Post.
Allow social post to be embedded in smart plans and have smart plan have the ability to be scheduled
1 vote -
Allow current email designs to be editable or allow less white space on new designs
It's impossible to make a new email look right because there is excess white space on both sides. The current templated designs don't have that but they are non-editable. Please help, because it looks terrible in an inbox and makes it much harder to read on a smartphone. Thank you!
1 vote -
Inbox/Outbox for Emails & Text Sent From Contacts Applet
When you send an email (designs coming soon) or text message to many contacts from the Contacts applet using the "Actions" dropdown, it can be difficult to recall a text message you sent and the list of agents you sent to. Or what particular email you sent and to what list of contacts. I understand that you can see this from the contact record 1 by 1. However, a consolidated view of these sent messages and stats for the emails would be a game changer. Also, when someone replies to one of these messages (or another Command email sent from…
1 vote -
Agents can Download their DA's
No matter which side of the transaction they are on, allow agents to download their own DA's from opportunities.
If the agent is on a team, allow the rainmaker to control what data a team members sees when they download their own DA.
1 vote -
commission tracking
Pull a report together for forecasting and GCI by the agent using a source of Probable GCI and using commission from the offers and commission tab once the opportunity has moved to the Under Contract phase. Drill this down to the agent level if on a team. You can add a split line in the opportunity breakdown when creating to trigger the correct commissions by the agent if on a team.
1 vote -
Google Ads for KW Emails
At current, it seems that KW emails do not have access to Google Ads. I believe that this access would be beneficial for agents, as it would allow another avenue for advertising. I suggest that this option become available through one's KW email.
1 vote -
Immediate Need to Resolve URL Pre-Approval Requirement
I am reaching out to express my serious concern regarding the new requirement to pre-approve URLs in all emails and texts. While I understand the importance of ensuring system security and preventing phishing, requiring us to manually pre-approve URLs in every communication is an impractical and unsustainable approach. This workaround is, frankly, a disruption to our business processes and an unreasonable expectation for users in the long term.
The need for security is essential, but this measure places an undue burden on us that hinders productivity and undermines our ability to use the CRM effectively. We expect our CRM provider…
1 vote -
Enhanced Sorting Functionality in Customized Columns on Contacts
I wanted to share some feedback regarding the sorting functionality in Contacts, specifically related to customized columns.
In our workflow, we use a custom field to track some particular data for our contacts. However, I noticed that custom fields do not support sorting as we add them into the customize columns, unlike the built-in columns like "last contacted", "primary email/phone", which automatically allow sorting by clicking on the column header. I experimented with various custom field types (Text Field, Date, Number, etc.), but none enabled sorting.
Implementing a sorting feature for custom fields, particularly for date-related entries, would streamline data…
1 vote -
add entity field to docusign details for mapping
A large proportion of listings in our area are held under a trust or other legal entity. It would be great if, instead of doing a 'workaround' there were a field in the docusign details to enter the name of the entity buyer or seller so it could map and populate the corresponding field on the legal documents.
1 vote -
updating checklists
Updating a Current Checklist with new items - Currently cannot save a new task item into a checklist.
1 voteCan you give me a little more detail about what you are trying to do? Feel free to email me at matthew.wilburn@kw.com
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