207 results found
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Built In Dialer
Integrated Dialing System for KW Command
I want to suggest the development of an integrated dialing system within KW Command, designed to streamline call workflows, enhance lead follow-up, and improve overall agent productivity. Here’s how it could function:
Key Features:
Integrated Dialer with List Management
- Dial contacts directly within Command using a built-in system.
- Create and call through lists based on tags, lead sources, or advanced filters (e.g., “Past Clients,” “Sphere of Influence,” or “Haven’t Been Called in 30 Days”).Post-Call Organization & Activity Logging
- After each call attempt, prompt the user to log notes and select…2 votes -
error log
Previously when you imported contacts and there were records that failed, the error file contained ONLY those that failed.
Now, the error log is the entire import file with numerous columns at the end showing why they failed.
This is messy when you are imported thousands of records and because error validation is on numerous columns, basics sorts are not able to quickly show the associate what failed.
Please go back to showing only the records that failed on the error file export.
:)
10 votes -
List Tags in alphabetical order to make it easier to see if a tag is present.
List Tags in alphabetical order to make it easier to see if a tag is present.
2 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?
3 votes -
Default signature needed in email from contact module
It's fantastic that we can manage a number of signatures in the email module within contacts! But we need to be able to select a default one that automatically inserts into our emails. For every email we send right now, we have an extra two clicks to click on the add signature button, then click on the signature.
8 votes -
Add Home Anniversary back to the column search
Please add Home Anniversaries back to the column search function. Our Database Health is scored on this metric. Why make it difficult to use?
1 vote -
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!
5 votes -
3 votes
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Add Door Drop as an interaction type
On a contact when you go to 'add activity' on the list of 'interaction type' I would like you to add 'door drop' or 'pop by' on the drop down menu. Then I can mark the days I personally show up at peoples homes with a door drop and then I can add notes if they were home or not.
4 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.
4 votes -
Google Calendar Integration with Contacts (Activity in Timeline)
When I schedule an event from command in google calendar it would be very helpful if that event would show in timeline or tasks rather than having to create a second record to show the meeting.
28 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.
11 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…
28 votes -
Add multiple relationships
Allow the ability to add more than one relationship connection. For example an entire family buying together.
4 votes -
Add Mosaic in Daytona as a neighborhood
If you could add Mosaic in Daytona Beach, FL as a neighborhood agents could select to send out a monthly neighborhood update that would be perfect.
1 vote -
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.
14 votes -
Add waterfront, dock, beach to the search function in Command.
Add waterfront, dock, beach to the search function in Command.
1 vote -
Link All Contacts in a Household or With A Common Address
We need the ability to link multiple contacts living in a single household with the same address.
There should be system logic to identify and suggest household members based upon a common address in command. There should also be the ability to manually link household contacts if we do not yet have their address.
This would be different from the relationships feature since related contacts may or may not all live together.
10 votes -
Bulk Tag All Contacts (Not Just Contacts on Current Page)
Please enable the mass edit to apply to all selected contacts rather than the current limitation of only those on the same page.
I'm enhancing my contacts with tags. I have found that the system only allows me to mass edit contacts that exist on the same page in Command even though I have checked multiple contact profiles (that are presented on other pages of contacts).
IE I want to add 'family friend' to contacts that appear on pages 1, 5, 22, and 27, but the system only applies the family friend tag to the two contacts appearing on page…
17 votes -
Add option to add image to notes
I’d like to add an image to notes
1 vote
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