73 results found
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Go to Full Name Field after Add Contact is Clicked
Right now you have to click add contact, then click in the text box to start typing. It would be more efficient to have the cursor populate in the name field automatically when the pop up opens.
1 voteIn Contacts, when you hit "Add Contact," the cursor will automatically be in Full Name so that you can start typing! :)
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Revert Back to Previous Way to Search for a Tag
I used to be able to search for a tag and it would only pull up contacts with just that tab. Currently, it's very difficult to search. When searching "S and U" for DTD2 tags, I now have to scroll through 15 clicks of tags to find contacts with that tag.
I have attached a video that I sent to tech support. They suggested I contact you.
1 voteOur new Advanced Filters should help with this! You can ask Command to show you Contacts with only a certain Tag. Please check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Filter by "not is" tags
Being able to filter the tags by "not is" would be super helpful. For example filter "is" "past client" tag "is not" "2023 Prospect" tag. Thank you!
1 voteUsing advanced filters, you can find Contacts who do NOT have certain tags. Check out our Answers article to find out more:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Filter home anniversary by year
Searching by year allows us to target people strategically. For example, since we know people move every 5-8 years on average, we could sort by year(s) and increase the likelihood of converting them when the next time to move comes.
1 voteWe now have Advanced Filters for Contacts with Home Anniversary! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Email Templates to Easily email from contact page
It would be amazing if when we select to email a contact from command, that an email box pops up and template option drop down populates so we can select from a template and hit send. There could be KW standard options as well as ones we can create ourselves.
1 voteYou can now send single emails from Contacts! Select a Contact's email address in their record and go to Command Email.
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See contacts currently in Lead Routing
When a contact is sent through lead routing, it disappears from the rainmaker's account until an agent claims it. It would be nice for a rainmaker to see a list of the contacts that are currently in lead routing.
1 voteUse our Lead Pool toggle to see all Leads currently un-Assigned!
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Not have to add a note when call is "not Answered"
Is it possible to not require a note when you Log a "not Answered" Dial? It doesn't make sense to add a note when nothing happens.
1 vote -
The ability to import contacts from digital business cards straight to Command
With the formation of digital business cards( Dot, HiHello, and Blinq), I would like to see how these contacts we gather could be connected to Command. You can save these contacts in the various apps, but what about straight to the app? This would be helpful because the contact could go straight into a smart plan.
1 voteYou can now Contacts to Command using the QR Code Scanner on the Command App! Check out our article on Answers to learn more:
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Send email directly to a contact from the contacts page
Need to have the ability to send an in prompt to email to a contact, directly with their contact. This is a MUST to be productive on follow up...
1 voteYou can now email your Contacts directly from Command. Check out the Answers article to learn more:
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Allow emails and texts to be sent direct from Command
Allow emails and texts to be sent directly from Command and Command app. Additionally, provide an ongoing timeline of all communications between a specific contact, which helps the agent stay on top the the ongoing conversation and benchmarks at any time.
FollowUp Boss does this and it's possibly one of its best features of the platform, you never have to leave the app and it increases productivity exponentially.
1 vote -
Unacceptable that every time you go back to contacts you lose your columns that you organize.
Unacceptable that every time you go back to contacts you lose your columns that you organize. Extremely inefficient and hard to use the CRM this way. ?
2 votesFilters now remain after clicking into and back out of a Contact record!
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contacts-customize columns
when you customize columns by adding another column and save
next time the column added is not showing
you have to customize again???
2 votesWe would suggest creating a SmartView for your Contacts so that you can refer back to your Custom Columns. Please check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360016246693-Customize-Columns-Use-Filters-and-Create-SmartViews-in-Contacts
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Have Primary Email Selectable like phone number
On the contact page where you see an email address, you should be able to click the email address and it opens an email to the contact. On the phone number when you click it you are prompted to "call" or "message". Why can't you click email and send an email? Too many steps to send an email.
1 voteYou can now send one off emails via Contacts! Just click on the email and choose Command Email.
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Sort by Last name
Why is there no obvious manner in which to sort contacts by Last name
1 voteTo sort by Last Name, click on the Name column in Contacts and choose Sort by Last Name!
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Why do notes require a title?
Seriously, I just want to quickly attach a note to the contact or opportunity. It just requires more clicks. Less streamlined. Less usability.
1 voteNote Titles are no longer required in Contacts!
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WhatsApp intergration
As our intire region communicates via WhatsApp
1 voteCommand now has a WhatsApp integration. You can check out more at our article below:
https://answers.kw.com/hc/en-us/articles/20730604290323-Send-a-WhatsApp-Message-to-a-Contact-Using-Command-Desktop
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Include and Exclude tags in KW command
It would be great if I could filter by the tag I want and exclude other tags at the same time
6 votesYou can use the "excludes any" or "excludes all" function in the Advanced Filter drawer to find Contacts who do not have certain tags. You can learn more at our Answers article here:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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DEFAULT COUNTRY AREA CODE
Can you please enable the ability to select a default country area code? It's cumbersome to keep scrolling down to select the country area code aside from the current default of US, while I'm in Canada.
5 votes -
Lock Column Order
When customizing columns, I would like to lock in my column choices and not have to redo them every time I want to see something.
2 votesYou can create a SmartView in Contacts to keep your Columns the way you want them! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360016246693-Customize-Columns-Use-Filters-and-Create-SmartViews-in-Contacts
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Being able to effectively upload contacts into command
Should be able to effectively use labels for phones/emails/addresses, as well as "primary", "same as mailing", "mark as lead", etc.
The upload template command currently provides isn't mapped right.
Add columns for mark as lead and same as mailing address and make the template easier to upload and it will make a huge difference.
Being able to upload contacts into command is significantly less helpful when you have to go through individual contacts anyway to make changes so you can keep accurate records and get them on smartplans.
1 voteYou can now upload Contacts using a custom CSV and map fields to the spreadsheet! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360016136034-Import-Contacts-into-Command#:~:text=Import%20Using%20a%20Custom%20CSV
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