172 results found
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2 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.
2 votes -
Show in a single saved search multiple cities.
Show in a single saved search multiple cities.
11 votes -
neighborhood
Frequently, when I search for properties, specific neighborhoods are not available as selectable options. A prime example is the community of "Westlake" in the Loxahatchee area. While the surrounding areas are visible, Westlake itself is missing. This happens with many other neighborhoods as well.
This problem also carries over to the Design Center, as these same communities are often unavailable when I try to create a "Neighborhood Snap."
Having complete and accurate neighborhood data is critical. Could you please look into why these areas are not in your system and let me know if there are plans to update the…2 votes -
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.
3 votes -
Check Contact Phone Numbers against Do Not Call List
Embed do not call list into command so that it will automatically populate agent's contacts if phone numbers match. Automatically prevent calls to those numbers.
47 votes -
using arrows to go to next contact
When using the arrows for the next or previous contact the info on the right side (notes, smart plans etc) does not refresh!
2 votes -
phone numbers. Make it possible to post the same number on multiple contracts as that is a reality
Make it ok to put the same phone number on multiple contacts. That is a reality that should be addressed.
7 votes -
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...?
26 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.
6 votes -
Second email saved search
Be able to send saved searches to multiple email addresses for the same contact.
4 votes -
Add option to add image to notes
I’d like to add an image to notes
2 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!
7 votes -
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 -
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.
19 votes -
Searchable Custom Fields
Currently we are able to create a custom field in command based on a category created by the user. However this option can only be viewed under the individual contact card. From the contact dashboard there should be a way to filter through custom fields using the advanced or basic filters and the column should be Clickable so these same contacts can be sorted based on but not limited to ascending, descending, newest, oldest etc. Finally the ability to bulk tags these contacts based on custom fields should be available too.
13 votes -
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…
32 votes -
update contact tags via CSV import
Agent would like to mass update contacts via a CSV tag import, as he considers it would be a very helpful feature to have as it would save a lot of time, different than bulk tagging from bulk action menu.
7 votes -
7 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.
2 votes
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