76 results found
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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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Make "Show 50" Default in Contacts View
make the default "show 50", and give us the whole page instead of a tiny little window. not everyone uses a 65 in tv for there monitor.
1 voteYou can do this by choosing "Show 50" and then choosing "Save SmartView" in Contacts! It will then show 50 Contacts as default.
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Call response options when logging a call in a contact
I love the feature on a call task where it gives the option of wether or not. you talked and if a message was left. But when you log a call activity in a contact without a task, it automatically logs it as a successful call. I'd love to have the option to mark it as a no answer.
2 votes -
Connecting client/agent contact cards to contact cards of people they refer
This could maybe even be done with the "relationships" feature. So whether it's an agent or a client, you could pull up their contact card and see everyone they've referred. This would be helpful for tracking both agent referrals and database referrals, and having a clearer view of who refers how many people, etc.
1 voteYou can choose a Contact as a Lead Source inside of Contacts! :)
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Search for contacts without a specific tag
Being able to "negatively filter". I.e. show me everyone who does NOT have a certain tag.
2 votesYou can use the "excludes all" or "excludes any" functions in Advanced Filters to find Contacts without a specific tag:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Filter using multiple tags
It would be helpful to be able to filter contacts using multiple tags instead of only being able to filter by one tag.
For example: using the multiple tags, A-W, Past Clients, Buyers, would filter the database first by
A-W (DTD2)
then by
Past Clients
then by
Buyers
2 votes -
An option to merge contacts for duplicates would be awesome.
there are times where a contact is in multiple spots and csv files aka phone, email etc. The ability to merge files would be a plus, an alternative to archive.
1 vote -
2 votes
You can use the "excludes any" or "excludes all" functions in Advanced Filters to find Contacts:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Lead comes in from FB ad thru Command and is already in database, give the option to merge the contact.
We keep getting leads coming in from FB ads, where they go into the rainmaker personal account, then you want to switch them to the team account and they can't because the email address already exists. It would be fantastic if we could have an option to "merge" this and it align the contacts side by side or choose which parts come over from one to the other. Instead of creating a new contact in my personal account, which then has to be archived 2x in order to be cleansed from the system entirely. Way too many extra steps and…
1 voteIf you have suspected duplicates, we recommend checking out the Database Cleanup function. This tool will scan your database for potential duplicates, identify them, and allow you to easily merge them in one spot. Check out our Answers article to learn more:
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Need a way to sort via tags by exclusion (not inclusion)
This would be SUPER helpful...for example....give me all contacts tagged without this tag.... also helpful, all tags with this but not that...
thanks
1 voteYou can use the "excludes any" or "excludes all" function in Advanced Filters to sort your Contacts by excluded tags. Check out more at our Answers article:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Add other "HAS" selections to Filter
Until we get Boolean operattors in Filters, it would be nice and easy to add "Has Phone", "Has email", "Has address" Yes/No fields to Filter options.
1 votePlease check this answers article out for more information!
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Add "Assigned" Filter for Contacts.
Assigned Filter should let us filter by when the contact was assigned. Would like these dropdown options identical to "Created" filter. We have leads from months ago, but we just assigned them today. This will help our tracking because Reports doesn't seem to be accurate.
1 vote -
Filter Contacts by Assignee or Collaborator
As a PC Coach and managing new agents in my Command Account. I want to be able to filter by Assignee or Collaborator separately. Currently, the Assignee filter looks at both Assignee and Collaborator fields.
1 vote -
Make Home Anniversary As Searchable as Birthday
Please make the Home Anniversary field as searchable as the Birthday field. This would allow all users to search for home anniversaries in any given time frame (rather than only the next 30 days) which would help with work flows and planning.
Currently, I export the contact info and print all birthday envelopes and anniversary envelopes for the entire next month on the 21st of each month. For example, I print all of September's envelopes on August 21st, all of Octobers envelopes on September 21st etc. Doing the calendar month all at one time saves me time and allows me…
1 vote -
Export only the contacts that you filter
When I filter to only show a specific tag group. I would like to be able to only export the contacts within that tag that I filtered.
1 vote -
Conversion Monster
When will command have conversion monster available? and do you know the cost?
1 vote -
View and track email activity within Timeline of clients file
Since the "View Email" only takes you to the email system and does not show you the actual email sent, can we just have it show within the clients timeline so we know what was in that email. Also it would be great to know if it was opened or not and when it was. This will help when we are contacting the clients to know what was sent and when/if they opened it.
1 vote -
Color Code Contact timeline
Please color code the timeline especially with texts incoming and outgoing. this would make the timeline much easier to read and process.
1 vote
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