197 results found
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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.
11 votes -
Allow Formatting in Notes (Bullets, Space Breaks, etc.)
It would be helpful if there was a way to adjust the viewing of contact notes so it's not just one large paragraph. We reach out to our clients and keep track by date and start a new line for each date but when we look at the notes, it's all one paragraph vs being sorted by date even if we start a new line so they are all separate.
An option such as bullet points that can list things out within a single note would help in keeping things organized better.
30 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.
21 votes -
add a dialer to Command
add a dialer to Command
10 votes -
Adding Interactions: Outcome Details
In Associates Command, adding an Interaction Activity: no can select an outcome compared to CommandMC = you can select the outcome: answered, no answer, left voicemail, etc. Support said this feature is not available in associates Command, only for CommandMC : However, in the standard Command platform used by associates, these specific interaction outcome options are not available. The functionality in CommandMC is tailored for Market Center leadership to manage and track interactions more comprehensively, which may not be mirrored in the associate-facing Command platform.
*We'd love that for our associates who have ISA's and want to leave better details…
3 votes -
skip trace
Have KW Contacts integrate with a skip tracing service to update information fields. Make it optional (like merging duplicates) in case we need to keep the information we have for smart plans.
2 votes -
2 votes
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document in contacts
Add a ‘Documents’ button to the contact record so we can save and organize documents even before the contact becomes an opportunity.
2 votes -
neighborhood
Frequently, when I search for properties, specific neighborhoods are not available as selectable options. A prime example is the community of "Westlake" in the Loxahatchee area. While the surrounding areas are visible, Westlake itself is missing. This happens with many other neighborhoods as well.
This problem also carries over to the Design Center, as these same communities are often unavailable when I try to create a "Neighborhood Snap."
Having complete and accurate neighborhood data is critical. Could you please look into why these areas are not in your system and let me know if there are plans to update the…2 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.
3 votes -
using arrows to go to next contact
When using the arrows for the next or previous contact the info on the right side (notes, smart plans etc) does not refresh!
2 votes -
Ability to have a further drop down in "New Activity" for Calls, For Attempted Contact, No answer, Voicemail, etc...
When you add a "New Activity" to a contact, and the interaction is a "call", there is no way to add "attempted call".
In the SMARTPlan version, you're able to drop it down further to be "no answer, left voicemail, etc." but you can't when you add a manual activity.
Could you allow for a drop down menu so we can actually keep track of how many people we actually connect with?
5 votes -
Hide "country" for printing labels.
Have ability to hide the country when printing labels. All of my mailings are to people in the US. Having it on the label is unnecessary, looks odd, and maybe unprofessional. I expect agents in other countries have clients that mostly or entirely live in the one country.
13 votes -
Export Mailing Labels via Tag
If I select certain groups via tag or filter...for example birthdays...and export it to mailing labels via the bulk function, I ONLY want to get the specific people that I selected in that tag or filter. Currently, if that contact is connected to a spouse relationship, then the labels contain both individuals and are useless for birthday card mailings or specific things targeted toward one individual.
13 votes -
Allow ZIP Code/Geo Market Areas/School Zones for Neighborhood Selection
Enhance Monthly Neighborhood SmartPlans in Command by incorporating zip codes and geo market areas, allowing agents to create more precise and tailored drip campaigns based on clients' buy boxes. This upgrade will overcome the limitations of the current neighborhood classifications, offering a broader and more flexible approach to targeting prospective buyers. By integrating zip codes and geo-market areas, agents can efficiently address clients' specific needs, leading to increased engagement and more successful transactions. This improvement will significantly enhance the user experience and effectiveness of Command's SmartPlans, driving better results for agents and their clients.
22 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 -
Right click on email in Contact record, to copy (paste) email address
In a Contact record that has a saved email address, when I right click on the email address hyperlink, there is no option to click "copy email address". This is a feature in many applications. It would be helpful to quickly copy from this Contact view screen instead of having to click Edit contact to then copy. This new option would save a step.
1 vote -
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.
6 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 -
Integrate Optional VoIP App of Your Choice
I searched others' ideas and I didn't see this one addressed.
I see that we have the capability to make calls directly from the app (how cool!), and that it can track it as an activity (wow!), AND that you can choose whether to use your device's phone plan OR Whatsapp (amazing!).
I am wondering if it is possible to integrate my Google Voice VoIP phone number (or other app for other people) as another option besides personal phone plan & Whatsapp. I am trying (if at all feasible) to make my VoIP my business number and keep my personal…
3 votes
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