225 results found
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Show in a single saved search multiple cities.
Show in a single saved search multiple cities.
6 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"
6 votes -
3 votes
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Allow Merging of Duplicate Contacts at Import
I have tried to import my Database from a 3rd party CRM via a CSV file. I have many contacts already in Command from doing Opportunities over the last several years. However I have used my other CRM religiously for many years and wanting to get everything into Command. We now have an option to merge duplicates within Command but not as we import them in. It does not import the duplicate contacts. Which has halted my attempt to import and use Command to its fullest potential. I don't have time to import each person individually as I have hundreds…
24 votes -
Tags
When we enter contacts into Command that need to be linked, it would be awesome that when after you enter the first contact, and then when you start on the second and you "Add a relationship" ....if the Collaborator and Tags automatically populated to the second contact...that would be amazing!
4 votes -
Searchable Custom Fields
Currently we are able to create a custom field in command based on a category created by the user. However this option can only be viewed under the individual contact card. From the contact dashboard there should be a way to filter through custom fields using the advanced or basic filters and the column should be Clickable so these same contacts can be sorted based on but not limited to ascending, descending, newest, oldest etc. Finally the ability to bulk tags these contacts based on custom fields should be available too.
9 votes -
Editing a Contact
It is currently a little cumbersome to have go into the edit penicil to make changes to a contact. For instance a quick tag to add, or a client has a number listed from an import, but I have to go into the edit menu to move that number to their main number. It would be nice if we could just click and edit right from the contact and not have to open the edit screen.
2 votes -
Google Calendar Integration with Contacts (Activity in Timeline)
When I schedule an event from command in google calendar it would be very helpful if that event would show in timeline or tasks rather than having to create a second record to show the meeting.
23 votes -
duplicate team tags in agent tags
Allow an agent to import team tags instead of having to create the same tag in the agent account.
3 votes -
phone numbers. Make it possible to post the same number on multiple contracts as that is a reality
Make it ok to put the same phone number on multiple contacts. That is a reality that should be addressed.
3 votes -
Add multiple relationships
Allow the ability to add more than one relationship connection. For example an entire family buying together.
3 votes -
Add Contact to Email List
The ability to add and remove Contacts from Email Lists from within the Contact Card. If timeline shows emailed failed, why make agent go through Campaigns and the lists to remove? If agents can see the Email Lists a Contact is on currently and want to add to existing list, add from Contact.
11 votes -
Upload Documents into Contacts
I would love the ability to upload PDFs into a contact. Buyer Agreements and Referral agreements could be held here.
On the side with all the tabs, just have one that says "Uploads" or "Documents"3 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...?
13 votes -
Add "Referral Partner" Field in Contact Details
Have a field for: Referral? "yes" or "no"
If yes, another field opens up to have the Referring agent's contact information entered so it links to the client, and another field for either $ or %. If there's no referral fee involved, someone can just put 0 (zero). Once an opportunity is created, that information would populate, and the agent could click a toggle to push it to the DA.
This would help keep track of referrals easier so they wouldn't have a chance to get overlooked and missed. This would also be a great way to track where referrals…
11 votes -
view saved search results
Let agents view the saved search results from command, hyperlink the search criteria and show the results or timeline event with the property sent similar to when the property is viewed.
As of now the properties look to be sent and the agent has no idea and no way to view what was sent unless the client clicks the property.
9 votes -
Ability to Delete Legacy Tags
Allow agents to archive or delete legacy tags
13 votes -
Allow Editing for All Activity Types in Contact Timeline
I LOVE Command and it doesn't autosave or allow editing for ALL activities. It only allows editing on notes. Also I will be typing and sometimes Command will reload or delete the note. If it were to autosave and allow us to get back and edit in ALL activities that'd be amazing and we'd never lose notes. Would you be opposed to making this idea a reality?
12 votes -
Prioritize Address in Contact Entry Modal
Please move where we add the address in the contact up with the email and phone number. Our MC has less than 20% of its contacts with addresses because they will not hit the additional info button.
18 votes -
4 votes
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