206 results found
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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.
21 votes -
Filter by Home Anniversary Year
Currently the filter will filter by the Day and month of a Home Anniversary. So if you want to look just for home anniversary's of clients who purchased 5 years ago, you won't be able to. As the filter will show all the anniversaries, as they happen every year.
2 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"
10 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.
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 -
API Endpoint for Retrieving Contacts in KW Command
Currently, there is no official API access or endpoint for retrieving contacts in KW Command, making it difficult to integrate with third-party automation tools like Zapier. Users must rely on workarounds using Google Sheets and Webhooks, which are inefficient and prone to errors.
Adding an official API endpoint for retrieving contacts would allow users to:
Search for existing contacts before creating duplicates.
Automate lead management workflows using Zapier and other integrations.
Improve data accuracy and reduce manual data entry.
This feature would enhance KW Command’s integration capabilities, aligning with users’ needs for more flexible and efficient CRM management.5 votes -
Check Contact Phone Numbers against Do Not Call List
Embed do not call list into command so that it will automatically populate agent's contacts if phone numbers match. Automatically prevent calls to those numbers.
37 votes -
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.
1 vote -
Adding a brand new contact in the contact pop up screen
It would be nice to add a contact while I am already on a contacts page so I don't have to keep clicking on the "back to contacts " tab to back to the contacts list and click "create a new contact". I often come home from networking events and have a stack of business cards and causes extra steps in adding one new contact after another
1 vote -
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…1 vote -
Make the AI Summary Optional or Hidden in Contact Profiles
We’d like to suggest a change to how the AI Summary appears in contact profiles within KW Command.
Currently, the summary automatically generates and takes up a large portion of the screen whenever we view a contact’s profile. This behavior is frustrating and disruptive, especially when we're trying to quickly review a contact’s timeline or call notes. The summary often displays irrelevant or redundant information, and it’s not something we asked to see every time.
Proposed Solution:
Hide the AI Summary by default and allow it to be expanded only when needed (e.g., by clicking a button like “Generate Summary”…2 votes -
Built In Dialer
Integrated Dialing System for KW Command
I want to suggest the development of an integrated dialing system within KW Command, designed to streamline call workflows, enhance lead follow-up, and improve overall agent productivity. Here’s how it could function:
Key Features:
Integrated Dialer with List Management
- Dial contacts directly within Command using a built-in system.
- Create and call through lists based on tags, lead sources, or advanced filters (e.g., “Past Clients,” “Sphere of Influence,” or “Haven’t Been Called in 30 Days”).Post-Call Organization & Activity Logging
- After each call attempt, prompt the user to log notes and select…2 votes -
error log
Previously when you imported contacts and there were records that failed, the error file contained ONLY those that failed.
Now, the error log is the entire import file with numerous columns at the end showing why they failed.
This is messy when you are imported thousands of records and because error validation is on numerous columns, basics sorts are not able to quickly show the associate what failed.
Please go back to showing only the records that failed on the error file export.
:)
10 votes -
Default signature needed in email from contact module
It's fantastic that we can manage a number of signatures in the email module within contacts! But we need to be able to select a default one that automatically inserts into our emails. For every email we send right now, we have an extra two clicks to click on the add signature button, then click on the signature.
8 votes -
Add Home Anniversary back to the column search
Please add Home Anniversaries back to the column search function. Our Database Health is scored on this metric. Why make it difficult to use?
1 vote -
Add Door Drop as an interaction type
On a contact when you go to 'add activity' on the list of 'interaction type' I would like you to add 'door drop' or 'pop by' on the drop down menu. Then I can mark the days I personally show up at peoples homes with a door drop and then I can add notes if they were home or not.
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.
11 votes
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