240 results found
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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 -
29th
Leap year birthdate
2 votes -
Update Neighborhood Boundaries
Please either allow agents to manually update neighborhood boundaries for their individual websites or create a better system for neighborhoods. I have a PDF with corrections for Towne Lake in Woodstock, GA that I cannot post here and Support said this is the only spot for me to submit neighborhood updates. My ticket # is 1059886 if you would like to follow up with the corrections.
5 votes -
Bulk Tag All Contacts (Not Just Contacts on Current Page)
Please enable the mass edit to apply to all selected contacts rather than the current limitation of only those on the same page.
I'm enhancing my contacts with tags. I have found that the system only allows me to mass edit contacts that exist on the same page in Command even though I have checked multiple contact profiles (that are presented on other pages of contacts).
IE I want to add 'family friend' to contacts that appear on pages 1, 5, 22, and 27, but the system only applies the family friend tag to the two contacts appearing on page…
14 votes -
Have separate fields for First name, Middle name, and Last Name
Have separate fields for First name, Middle name, and Last Name. We have some couples that only have 1 email address or no email and only an address. We would like to put John & Jane in the first name field, then Doe in the Last name field. As it sits right now for those that we have both names in it will only put the first (John) in an email sent... not John & Jane. So it'd make it nicer and more clean to have them in separate fields.
3 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 -
Have IA create tags from communication history
When we enter a new conversation history, if IA could create tags from what we enter.
1 vote -
scrolling through tags it start over at the beginning instead of just going to next page
When I want to enter a tag I have to start at the beginning of my tag list and scroll through all tags and at the end of each page I then have to start at beginning and then get to the next set and so on for each page. When I type a tag should it not just go to that tag? Or like type in R and go to the R's to start searching?
2 votes -
Add multiple relationships
Allow the ability to add more than one relationship connection. For example an entire family buying together.
3 votes -
When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense…
15 votes -
2 votes
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Expanded Relationship Options
Expand the options for Relationships. Some key relationships are missing in the drop down. It would be beneficial for Command users to be able to note Relationships such as : FRIEND, ROOMMATE, CO-WORKER.
3 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?
13 votes -
Bulk action Description option...
I would like the option to add a description in the about section on the contact card. So this acts as a fixed note.
1 vote -
More accurate of Call results in timeline
when recording a Call on the contact timeline it defaults to We Talked when you actually may have left a message (CLM) or no answer of the phone (CNA)
4 votes -
4 votes
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3 votes
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Customize columns to add neighborhoods
When you customize columns in Contacts, it would be great to add the Neighborhood option to be able to see that on a larger scale. You can create a SmartView showing who has a neighborhood, but you have to click into each name to see which neighborhood they have.
1 vote -
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 -
Ability to Delete Legacy Tags
Allow agents to archive or delete legacy tags
13 votes
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