785 results found
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Tag Types Needed for Filtering Tags
Tags are color coded but there's no way to filter the tags by their color. For example, we use green tags to differentiate client budget and purple tags to show client hobbies/interests. If we want to see all the purple tags together, there's no way to do that using the column filters or search. We have to use pre-fixes on our tags to keep groups of tag types together. Please add another filtering column in the settings/tags section for tag types?
12 votes -
Text message signature
Allow creation of text message signatures to be included on outgoing texts.
12 votes -
Both spouses/partners names on mailing labels.
I would like to be able to have mailing labels addressed to both spouses/partners without having to create a 2nd contact. Having a "Mailing Salutation" field fix this.
12 votes -
Update Linked Contacts at One Time
It would be very helpful to have the ability to update "linked" contacts all at once. For example, if I update a contact's address, home anniversary, or conversation notes, it would save time and ensure all linked contacts remain up to date. A prompt or option to "update connected contacts" when clicking save would make the process more efficient and help maintain consistent and accurate information.
12 votes -
Commission and Royalty Reports
Allow agents to view and download their full commission and royalty report from the widget that displays the totals.
12 votes -
Add Multiple Documents to One Checklist Item
The ability to add more than one document per item in the compliance checklist. The current workaround at the moment is to create a duplicate checklist or have the MCA create multiple items for the same document.
12 votes -
Export Opportunity Documents to 1 PDF File
The ability to download all documents from an opportunity to a single PDF file is useful and should be implemented.
We should have the ability to choose individual files, or a combined PDF.12 votes -
Twilio Texts from Team Contacts to Register as Duplicate (Do Not Create Personal Contact)
Recently, I submitted a support ticket on this issue where contacts in my team account are directly texting me a question to my twilio number (because I had them save it as a direct form of contact), and it is creating a new contact in my personal command with the phone # as the name. Then, I have to go search the phone # in my team account to see who it is. I have to copy/paste the text I received from them into a timeline note, and then text them back from the team account to keep it in…
12 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"12 votes -
Option to Unsubscribe from One, Many, or All SmartPlans
I am currently on a KWIR smart plan and I want to unsubscribe from just this one. I don't want to unsubscribe from all.
I imagine that consumers might appreciate that option as well (such as a neighbourhood drip when they move to a new neighbourhood but still stay on their current neighbourhood drip or birthday plan.) Thank you!
12 votes -
Share Paid Ad Campaign Results with Clients
When we're running a Paid Ad campaign in Command, it would be good if we could easily Share the ad results & statistics with our clients. At this time, we can only send a screenshot.
12 votes -
Bulk Assign Opportunities
Currently, there is no way to bulk-assign opportunities. I would like to be able to bulk-assign opportunities to anyone on my team, especially if they have "Unlimited" team permissions.
12 votes -
Bulk Add to Command Email List
Ever since Mailchimp stopped being used we still cannot add bulk contacts to command email lists.
This is a basic function and would stop us from having to rebuild email lists every time we want to send an email to the database or list we have already built every time we get new contacts to add.
12 votes -
Parties to the Transaction Viewable in Command Mobile
Currently it is not possible to access the Parties To The Transaction for an opportunity within the Command App. Agents often need to contact the lender, title company, or inspector on the go, and it is critical to have access to this contact information within the app.
12 votes -
We need for merge tags for email & texts
We need more Merge Tag options.
ex 1: We can not effectively make a smartplan with email steps that is ready to use by the next agent after it has been published. if we had merge tags for agent phone number, office name, office address, and agent email address this would make the process much easier for teams and published smartplans.
ex 2: we have the home valuation tool on the agent websites. If that has been added there should be a merge tag available to link to that page. So if someone publishes a smartplan to drive traffic there…
11 votes -
Gender
Have an identifies as gender option and a photo of the client next to the client's name in the contact profile.
11 votes -
Remove "Branch Nickname" as the name of the cobroker and referral on DAs.
The branch nickname of cobrokers and referral agents is pulling onto DAs instead of the name of the brokerage. This is causing confusion for agents, title companies and MCAs. Agents will put N/A in the branch nickname and it is printed on the DA. Please change the field where the DA is pulling the cobroker info.
11 votes -
11 votes
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Task view - only the tasks with a due date
Within team tasks and personal, I'd like the ability to hide any task that does not have a due date. Currently, there is no option to see only tasks that have a due date.
11 votes -
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
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