197 results found
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Likelihood to Move Estimation Tool
There is some technology that is set to come out from a lead source that uses AI to analyze multiple public data sets to guess the likelihood of homeowners making a move: date of last move, mortgage balance, equity left/built in the home, neighborhood activity, etc. This could be leveraged to better scope out/implement farming or other marketing techniques in certain neighborhoods. The program gives estimates of their likelihood to move, with breakdowns and reasons as to why.
10 votes -
Include Notes and Activities in Search Function
It would be great if we could search for a contact using a keyword that we know has been typed in the notes section of the contact.
23 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 -
Add Wedding Anniversary Field to Contact Records
Another opportunity to stay in touch with clients by celebrating wedding anniversary with email/text/call
7 votes -
Bulk Add Contacts to Campaign Email Lists
Currently able to do this for MailChimp lists only.
6 votes -
Add Photo to Contact Records
Just like we save the person's photo in our Phone contacts, please can we have an option to save a photo of our customers in Command.
It would help the many people who are visual learners and great for recognizing faces before names.
8 votes -
Select All Contacts
Add the ability to select more than 500 contacts up to the entire database. Currently we can only work with up to 500 contacts at a time. If we are selecting contacts for a mailing label export, 3500 contacts would require exporting them 7 times.
16 votes -
Add SmartPlans Column for Contacts Table View
Add SmartPlans to Available Columns to appear in SmartView allowing agent to see all SmartPlans contacts are associated with.
16 votes -
Allow Spouse Contacts to Share Email
Command Contacts should allow us to use the same email address for more than one client. We have several clients who are couples that share the same email address.
7 votes -
Map View for Contacts (for Pop-Bys)
This would be a GREAT feature for doorknocking and pop-bys. The ability to see which homes I have in my contacts and which I need to have added. It also gives us the ability to easily add notes to the database as we go door to door!
8 votes -
Ability to Pin Note to Top of Notes Tab
The ability to pin a note to the top of the note page that has important information in it that you can quickly see without searching through the notes for it.
16 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.
17 votes -
Add System Tag when Contacts Unsubscribe from Emails
When contacts unsubscribe, it would be great if the system auto-tagged them as unsubscribed-text or unsubscribed-email so they can be filtered and considered for archive or if we want to keep them as a contact. This would allow us to remove contacts who don't want to be contacted more easily.
14 votes -
Sort by Contact Health Score
It would be very helpful to improve our overall Contact Health Score if we could focus on those that are in the red (0-49%). I have been unable to figure out how to sort or filter or in any way get the list of only the red contacts in order to focus on improving the data for these.
4 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 -
Filter by Custom Fields
Would be nice to be able to filter contacts by Custom Fields !!
28 votes -
Bulk Add/Remove Lead Source(s)
Be able to bulk add and bulk remove Lead Source.
8 votes
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