206 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 Mosaic in Daytona as a neighborhood
If you could add Mosaic in Daytona Beach, FL as a neighborhood agents could select to send out a monthly neighborhood update that would be perfect.
1 vote -
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…
27 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.
14 votes -
Add waterfront, dock, beach to the search function in Command.
Add waterfront, dock, beach to the search function in Command.
1 vote -
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...?
17 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.
26 votes -
Tags should sort alphabetically on contact card and list view
Currently, tags are sorted in order of date added to the contact. With system tags always appearing at the end of the list of tags. Would prefer that tags sort alpha/numerically on the contact card view and contact list columns view.
2 votes -
Add option to add image to notes
I’d like to add an image to notes
1 vote -
Merge option when matching phone numbers are found
When I add a contact and the primary phone number is found in my data base a pop up should ask if I'd like to merge the contacts. Right now I have to cut and paste info back and forth then delete one
2 votes -
When check off in a list of tags to eliminate from a send task, and then archive a name, I am brought back to the beginning of the list and
Fix error during a tag list
1 vote -
Capitalize the first letter of Systems Tags
Some system tags are capitalized and others aren't. Please correct so it is uniform.
1 vote -
3 votes
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Create a tagging library (similar to SMARTPlan Libary)
We have a lot of great systems we recommend for agents, and how to tag their database.
Could we expand the pre-generated system tags in Command to include things like DTD2, or status tags?
This way, when new agents join, they can automatically tag their database with the appropriate tags.
1 vote -
Link All Contacts in a Household or With A Common Address
We need the ability to link multiple contacts living in a single household with the same address.
There should be system logic to identify and suggest household members based upon a common address in command. There should also be the ability to manually link household contacts if we do not yet have their address.
This would be different from the relationships feature since related contacts may or may not all live together.
9 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 -
Contacts – Missing Metadata
On the right-hand side of the contact profile, the "Last Time Contacted" field appears empty. Scrolling to the bottom of the page, there is no information about how or when the lead was added—no creation or interaction dates are shown.
2 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…
15 votes -
Second email saved search
Be able to send saved searches to multiple email addresses for the same contact.
2 votes -
Legal Name and Contact General Name
Use legal name field for contact for dotloop integration and docusign instead of the general name field. The general contact name field at this time has to be the clients "legal name" in order for it to carry over as the signatory name but is too formal in most cases when using smart plans or campaigns.
John Doe - Contact name (becomes signatory name for documents)
Jonathan Doe - Legal name (does nothing) - so Jonathan Doe needs to be the contact name - but then sounds too formal in smart plans and campaigns etc2 votes
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