240 results found
-
13 votes
-
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 -
Allow agent to use the same contact phone number or email address in the addtional field and primary field
Agent would like to add the same primary phone number/email to a contact in the additional field on the contact card and not get the error 'That phone number/email address already belongs to this contact.'. He'd like to have the same number or email address on the primary field as well as on the additional field
5 votes -
Stacking tags on top of each other
I saw this was 'released' but not in the way I would like it. So I sort via a tag like A and W. When I add another tag it expands the search to include the second tag- NOT WHAT I WANT. I want to be able to add another tag that looks at all those A and W tags and only keeps those that also have this second tag, such as Past client, then add another tag reducing my search from under those tags.
1 vote -
Alphabetize Team Member Names in Assignee Field
When updating ownership in a team account, the agents listed are not alphabetical - making it hard to find the agent I need to update the ownership
9 votes -
Be able to add a company as a contact and not have the name shift
In Command, when adding an LLC or a Business, the contact card will re-arrange the name of the business. Can we have an option to put in a person or a business and if it's a business, have it NOT change around the name?
Thank you!
1 vote -
Ability to change the order in which Contact Custom fields are displayed
Provide the ability to change the order in which Contact custom fields are displayed.
3 votes -
be able to mark phone number DNC next to the number on the contact
Be able to make DNC next to the phone numbers on the contact.
1 vote -
tag search
Revert to previous searchability in Filter and Advanced Filters. Previously was able to type the search term directly and now have to click into a search field, creating additional click and time.
1 vote -
Recommend edit to neighborhood feature
We need the ability to recommend changes to current neighborhoods as well as recommend the addition of new neighborhoods directly. In my area (Maui, Hawaii) I have found 7-8 different instances of neighborhood lines now being drawn correctly to include all housing in the area, as well as certain residential areas not included in neighborhoods at all. Allow command users to request changes to neighborhoods and then push these requests to the leadership team in that market center. This could be easily overseen by local MCTTs.
3 votes -
add incoming communication of any kind on the advanced filter
add incoming communication of any kind on the advanced filter. THis already exsist as a filter within the contact itself. For instance, I would like to filter out any contact that has every called, texted of emailed me in the last 6 months. this will help us determine which contacts to add smart plans to.
1 vote -
WHY ARE ADDRESSES UNDER A SEARCH!!?
Searching for an Address vs just entering one...I may not have their full address, but want to add the city they live in. Even under neighborhoods if I do that, the city isn't always there to pull from. WHY can't I add just the city and state so I know where they're from? Searching for an address is the worst...if I don't have an actual one for the contact, then I'm picking a random one from a street in their city...versus just adding the info I want which is to add city and state. That is the most inefficient system.…
1 vote -
Make it possible to filter contacts by parts of the address. city, zip, state, etc.
current 'advanced' search only allows granularity to the primary address field. First, that the address is treated as sometimes one field, sometimes 5 is confusing from the get go, but if we're exporting Address, City, State, Country, and ZIP, why can't we filter to that level of granularity. While I'm there, why is it that if I want to fix the state portion of the address I have to first delete the entire address entry from the contact and re-enter the whole thing?
Can you expose a query interface please?
1 vote -
Sort Contacts by Last Personal Contact
I’d like to pull my contacts list sorted by least recently contacted. But I want this to be by personal contacts/reachouts (texts or calling) but not marketing emails. So if I sent a marketing email last Thursday and I sort my contacts by last contacted, everyone shows last Thursday since I sent a marketing email. But I just wanted it to show when I personally contacted them. The reason this would be helpful is I can easily pull my list of contacts based on those who I haven’t made a personal connection recently and then prioritize who to reach out…
4 votes -
Saved Search Sharing to Contacts
For contacts with relationships (spouses, parents, children, etc.) there should be a way to share the saved search created for one contact, to the other.
2 votes -
import contacts create opportunity
When importing a list of contacts it would be great if we could have an opportunity automatically be created at the same time similar to how Command MC allows us to add to recruit pipeline.
1 vote -
Bulk Add Neighborhood(s)
After an open house, I would like to be able to assign neighborhood(s) to all visitors who attended the open house. Would need the ability to "look up on a map", not just type in the neighborhood since Nextdoor com does not always have the proper info.
19 votes -
5 votes
-
Bulk Action: Change Account for teams
Right now, there is not a way to bulk action change account. Would love to see this bulk action feature added so you don't have to one by one change account or export the contacts and reimport to your personal account.
1 vote -
Label export customization
I would like an easier way to customize labels on export to group families together and address them as families (IE - The Smith Family) so that I am not accidentally sending my direct mail pieces to the same members of one household
5 votes
- Don't see your idea?