73 results found
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Database Maintenance Suggestions
When a contact unsubscribes from a smart plan, or the email address or phone number is bad, it would be great to get a notification so we can make the necessary changes. This could be a home screen section, or an alert, or even just a section within contacts.
1 voteYou will see when a Contact unsubscribes!
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Contacts Filter by Smart Plan
I was helping an agent assess her database to see who she had added to the Long Term Nurture, Monthly Neighborhood Nurture and 8x8 Smart Plans. As of right now, the only way to see this (that I can find) is to go to the Smart Plans Kelle Guide and view the contacts that are already checked. It would be amazing if in the contact filtering, we could filter contacts by Smart Plan. For instance, click on 8x8 and it would show all the contacts that were assigned to that smart plan.
1 vote -
Search suggestion
It would be nice if you're in CONTACTS and you put a phone number, address, or email address into the SEARCH CONTACTS, command would pull up the contact associated with the phone number, address or email address.
1 voteCommand Contacts now has a Search function!
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It would be amazing if Command integrated with Mojo
There are a lot of KW agents who use Mojo to make calls. It is a simple dialer, and would help us DTD2 and stay in touch with all of the contacts which we can upload into Command. Mojo says they are ready to go on their end, they are just waiting for KW to give them the go ahead.
1 voteThe KW MarketPlace offers a sync between Command and Mojo through API Nation. Check out our answers article for more info on how to get started with API Nation:
https://answers.kw.com/hc/en-us/articles/4406651105939-Get-Started-with-API-Nation
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Edit timeline Activities?
This should really go under timeline or activities. Would be great if we could edit our activities once they are done.
1 vote -
Add AND, OR, and NOT Filters
I would like to be able to search my database using AND, OR, and NOT modifiers.
1 vote -
Feature a built-in email composer window
Manual email composition using a built-in composer/editor should be a baseline product feature. For those of us using Gmail (or other web based email) clicking on the contact's email address, then waiting for a window to open, gmail to load, and pasting in an email address is TIME CONSUMING and infuriatingly slow. A built in composer is base functionality in most CRMs. Follow-Up Boss for example has MASTERED this functionality and should be used as a model. See attached video.
1 voteHello! You can now email Contacts directly from Command using the bulk action option:
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House Anniversary Filter
Could we add a Search Filter for house anniversaries? It would be really helpful for ensuring that we hit each anniversary for our clients.
1 vote -
Contact opens after creating
After creating a contact, when you hit save, it would be nice if the contact opened so you can work with it. You have to go back in and search for it after you save.
1 vote -
Open Contact Card Option when New Contact is Created
Add a checkbox to allow for opening a contact card after creating a new contact just like it does when you create a new opportunity from the opportunities page.
1 vote -
contact record phone font's icons
Add phone icon fonts to each phone number to determine if it's a mobile| Home| Work ETC.
1 voteYou can choose each Phone Number's type in a Contact!
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Team Lead routing
I would like to see automatic lead routing based on source, price & location with the option to lead route round robin style to a specific group of agents on your team and also have the option for shark tank style lead grabbing of first to claim or first to call.
1 voteYou can now create Lead Routes for your Leads! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360042591674-Create-a-Lead-Route-Unlimited
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Ability to Delete Auto-assigned Neighborhoods
Now that neighborhood snapshots are added automatically, there is no way to delete the "Primary" neighborhood. But sometimes that primary neighborhood is wrong, so we should be able to delete it. This particular house is nowhere near the Park Ridge - Madison neighborhood, but it doesn't appear possible to delete that neighborhood. Also, when I pull up the snapshot, there are 3 neighborhood showing and not just the 2 that are listed.
1 voteYou can now delete all Neighborhoods from a Contact to start from a fresh slate!
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