197 results found
-
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 -
Second email saved search
Be able to send saved searches to multiple email addresses for the same contact.
2 votes -
5 votes
-
View Twilio text message conversation with all previous messages in the thread
When responding to a text message using Twilio, it would be helpful to be able to see the previous messages in the thread, similar to how you respond to a traditionally text message thread on your smart phone.
Currently the window to compose a Twilio message doesn't show any of the previous text messages in the conversation. Adding the ability to view previous messages in the compose window would be helpful.
7 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 -
Add more than 3 relationships on a contact
Some contacts have more than 3 relationships, agent wants Command to let her add more than 3 relationships in a contact
6 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…
16 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 -
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 -
Prioritize Address in Contact Entry Modal
Please move where we add the address in the contact up with the email and phone number. Our MC has less than 20% of its contacts with addresses because they will not hit the additional info button.
21 votes -
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 -
2 votes
-
copy phone
Cannot copy to paste phone numbers as you can names and emails.
2 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
-
3 votes
-
Option for PO Box for Mailing Address
Allow for PO Box instead of requiring a physical address
3 votes -
Add Real-Time Property Info & Google Street View in Contact Profiles
We’d like to suggest enhancing the Contact Profile page in KW Command by integrating real-time property data and a Google Street View preview based on the address saved in the contact's profile.
Proposed Features:
Live Property Snapshot: Pull basic property details (beds, baths, square footage, lot size, last sold date, estimated value, etc.) from a trusted public data source based on the address in the contact’s profile.Street View Integration: Embed a Google Street View image of the contact’s address directly in their profile for quick visual context.
Why This Matters:
When we're calling or engaging with contacts directly from…1 vote
- Don't see your idea?