223 results found
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attach notes
Agents need the ability to add files (PDFs, Word docs, etc) to Contact. The current Notes section is less than useful and often we take handwritten notes when meeting face-to-face and scan for keeping yet cannot add them to this CRM. If I perform a CMA or provide any other service as a courtesy where an Opportunity is not required, agents should have the ability to add the PDF file to the Contact.
6 votes -
"Back to Contacts" Goes Back to Place in Contacts Page after Scrolling
Want to seen the one that we were looking at last. I wish it would save place in my scroll. I want it to go right back. Would use the back and forward buttons some times but not always. Match behavior from Google Contacts.
https://www.loom.com/share/7ef6c2f1d8a045009f1b42936a417395?sid=ae5efdcb-6e81-47ab-9dc2-c21bea1fe6a38 votes -
2 votes
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2 votes
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Api nation google integration allows for more than just primary phone and email
, while we do have support for multiple emails/phones in contacts within Command, API Nation says they be able to sync to the primary fields for emails and phone numbers.
KW Command currently allows for syncing information to the Primary Email and Primary Phone fields only.
3 votes -
Contact Assignees Notified w/ New Notes or Activities
Idea: Assignees of Contacts get a Command notification whenever a new note or activity has been added to the contact their assigned to. While beneficial for solo agents, this would also be extremely beneficial for teams and ensure that all assignees of contacts are easily notified when something new happens with a contact their assigned to.
1 vote -
Command contacts patterns
Check in Command the top 3 places people are moving to when they leave Los Angeles
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 etc1 vote -
Option for PO Box for Mailing Address
Allow for PO Box instead of requiring a physical address
2 votes -
Filter by Name
I wish we could filter by First or Last Name: starts with, ends with, is empty. As of now the only way to accomplish something close to this is by sorting by first or last name. We are starting DTD2 with our group where we need last name letters, and our workaround for now is tagging each person with the letter of their last name to then build filters and SmartViews around those tags. This is quite the chore in a database of 17K+ contacts. And then finding those without a last name tag requires building an advanced filter SmartView…
4 votes -
Lead Parsing Email
Create a Lead Parsing Email which is a unique entity separate from our normal command email like the separate emails that third party lead generation softwares provide. This would allow us to plug in our parsing email which would directly connect our lead generation from Zillow, Google ads, Homes.com, etc, and put it into our contacts in command instead of us doing it manually every time.
4 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.
4 votes -
Add business card into contacts
Agent wants to have a label or any space in the contacts to add a business card, this to be able to identify and read the business card more easily inside command > contacts
5 votes -
2 votes
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Add a Filter for Phone Type
At the very least the Phone Type should be allowed to filter so that we can create Text list for Mobile Phones
3 votes -
Contacts: Open Contacts in new tab
Agents are unable to efficiently review and edit multiple contacts while navigating through the Database. The current single-window approach disrupts workflow and causes loss of context when switching between contacts.
To address this, we propose returning the Contact Name as a link feature Command previously had. Agents could open multiple contacts in separate tabs within the database view, by right-clicking on the contact name and selecting "Open Link in New Tab" button.
This allows for standard desktop browser Tab management features, such as tab closing, reordering, and grouping which all would enhance user experience and productivity.
3 votes -
copy phone
Cannot copy to paste phone numbers as you can names and emails.
1 vote -
Merge Two Contacts Both With an App / Agent Site Connections
We need the ability to merge two contacts that both have agent site connections. If a client creates a new account on the agent site or app after they already have an existing agent site connection, it creates a duplicate contact that cannot currently be merged. We need the ability to merge these duplicate agent site connections when they occur.
3 votes -
13 votes
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Custom Graphic in Signature
Is there a way to add a custom graphic into our signature for automated and Bulk Action emails? Branding is a critical aspect of my business plan and not being able to do so creates less value when obtaining capitalization.
1 vote
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